+0.9%
QCOM vs SE
-47.8%
+48.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.1% | -3.8% | -2.7% |
| 7D | +4.3% | -0.5% | +4.8% | +4.3% |
| 30D | -0.1% | -20.9% | +20.8% | 0.0% |
| 3M | +5.2% | -38.9% | +44.1% | +5.1% |
| 6M | -18.4% | -19.4% | +1.1% | -18.2% |
| YTD | +2.4% | -40.9% | +43.3% | +7.4% |
| 1Y | +0.9% | -46.2% | +47.1% | +6.6% |
| All | +0.9% | -47.8% | +48.7% | +6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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