+7.9%
QCOM vs LTH
+54.1%
-46.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +3.3% | -0.6% | +4.0% | +3.4% |
| 30D | +7.7% | -4.6% | +12.3% | +9.0% |
| 3M | -30.1% | +32.8% | -62.9% | -37.2% |
| 6M | +22.8% | +64.6% | -41.8% | -0.1% |
| YTD | +0.2% | +62.6% | -62.4% | -17.7% |
| 1Y | +7.9% | +49.9% | -42.1% | -7.8% |
| All | +7.9% | +54.1% | -46.3% | -7.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LTH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling