+7.2%
QCOM vs P
+237.3%
-230.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -16.4% | +6.9% | -4.1% |
| 7D | -15.5% | -31.9% | +16.4% | -4.5% |
| 30D | -13.4% | -36.5% | +23.1% | -0.5% |
| 3M | 0.0% | +11.6% | -11.5% | -6.0% |
| 6M | -15.2% | +25.2% | -40.4% | -24.1% |
| YTD | -6.9% | +39.4% | -46.4% | -20.9% |
| 1Y | -11.0% | -3.7% | -7.3% | -16.5% |
| 3Y | +39.8% | +167.3% | -127.5% | -20.7% |
| 5Y | +7.2% | +237.3% | -230.1% | -45.8% |
| All | +7.2% | +237.3% | -230.1% | -45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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