+50,186.6%
QCOM vs OKE
+14,499.2%
+35,687.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +3.3% | +0.7% | +2.6% | +3.1% |
| 30D | +7.7% | +9.4% | -1.7% | +4.5% |
| 3M | -30.1% | +8.6% | -38.6% | -32.4% |
| 6M | +22.8% | +15.3% | +7.5% | +15.8% |
| YTD | +0.2% | +34.8% | -34.6% | -10.7% |
| 1Y | +7.9% | +35.3% | -27.4% | -4.1% |
| 3Y | +55.8% | +69.5% | -13.6% | +27.5% |
| 5Y | +30.1% | +135.2% | -105.1% | -4.8% |
| 10Y | +248.9% | +261.7% | -12.8% | +90.9% |
| All | +50,186.6% | +14,499.2% | +35,687.4% | +6,503.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OKE.
Daily Out/Under-Performance
Portfolio return minus OKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKE 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 all: compounded portfolio wealth divided by compounded OKE 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…
all analysis · Full analysis span regression · 6 months rolling