+50,186.6%
QCOM vs PEG
+2,607.3%
+47,579.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | +3.3% | +0.7% | +2.6% | +3.1% |
| 30D | +7.7% | -2.4% | +10.1% | +8.6% |
| 3M | -30.1% | -4.8% | -25.3% | -29.1% |
| 6M | +22.8% | -10.7% | +33.5% | +27.2% |
| YTD | +0.2% | -6.7% | +6.9% | +2.0% |
| 1Y | +7.9% | -6.8% | +14.7% | +9.7% |
| 3Y | +55.8% | +34.5% | +21.3% | +37.8% |
| 5Y | +30.1% | +35.8% | -5.7% | +13.7% |
| 10Y | +248.9% | +141.7% | +107.2% | +144.8% |
| All | +50,186.6% | +2,607.3% | +47,579.3% | +12,560.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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