+7.9%
QCOM vs OVV
+61.5%
-53.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.1% |
| 7D | +3.3% | +0.3% | +3.1% | +3.3% |
| 30D | +7.7% | +11.7% | -4.0% | +8.0% |
| 3M | -30.1% | +9.8% | -39.9% | -29.8% |
| 6M | +22.8% | +26.6% | -3.7% | +20.4% |
| YTD | +0.2% | +67.0% | -66.8% | -6.7% |
| 1Y | +7.9% | +55.9% | -48.1% | +2.7% |
| All | +7.9% | +61.5% | -53.7% | +2.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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