+51,298.2%
QCOM vs SCHW
+17,048.1%
+34,250.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.4% | -3.3% |
| 7D | +4.3% | +2.0% | +2.3% | +3.4% |
| 30D | -0.1% | -3.6% | +3.5% | +1.4% |
| 3M | +5.2% | -15.0% | +20.2% | +11.8% |
| 6M | -18.4% | +2.6% | -21.0% | -20.0% |
| YTD | +2.4% | -5.7% | +8.1% | +3.0% |
| 1Y | +0.9% | -0.9% | +1.8% | -0.5% |
| 3Y | +48.4% | +79.4% | -31.0% | +14.2% |
| 5Y | +16.6% | +21.2% | -4.6% | +0.7% |
| 10Y | +237.8% | +193.3% | +44.5% | +90.1% |
| All | +51,298.2% | +17,048.1% | +34,250.1% | +4,817.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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