+2.0%
QCOM vs PSX
+89.2%
-87.2%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.0% | +0.7% | +3.6% |
| 7D | +5.8% | -8.0% | +13.8% | +5.8% |
| 30D | -2.3% | -9.0% | +6.7% | -2.4% |
| 3M | +2.7% | +24.7% | -22.0% | -0.7% |
| 6M | -21.0% | +49.3% | -70.4% | -26.3% |
| YTD | +1.8% | +100.2% | -98.4% | -13.4% |
| All | +2.0% | +89.2% | -87.2% | -11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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