+36.2%
QCOM vs OXY
+150.1%
-113.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.0% | +2.2% | +3.0% |
| 7D | +5.1% | -0.5% | +5.6% | +5.2% |
| 30D | +4.3% | +8.5% | -4.2% | +2.4% |
| 3M | -19.6% | +6.0% | -25.6% | -20.9% |
| 6M | +29.5% | +13.0% | +16.5% | +24.2% |
| YTD | +3.4% | +48.9% | -45.5% | -8.0% |
| 1Y | +10.9% | +36.4% | -25.5% | +0.7% |
| 3Y | +74.8% | -2.3% | +77.1% | +67.6% |
| 5Y | +36.2% | +160.6% | -124.5% | +19.2% |
| All | +36.2% | +150.1% | -113.9% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 5y: compounded portfolio wealth divided by compounded OXY 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…
5y analysis · Full analysis span regression · 6 months rolling