+242.6%
QCOM vs SIRI
-7.4%
+250.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.3% | -3.0% | -2.7% |
| 7D | +4.3% | -1.7% | +6.0% | +4.8% |
| 30D | -0.1% | +21.1% | -21.2% | -5.8% |
| 3M | +5.2% | +14.7% | -9.5% | +0.6% |
| 6M | -18.4% | +22.9% | -41.3% | -23.8% |
| YTD | +2.4% | +65.7% | -63.3% | -13.6% |
| 1Y | +0.9% | +53.5% | -52.6% | -12.8% |
| 3Y | +48.4% | -23.0% | +71.4% | +50.0% |
| 5Y | +16.6% | -41.5% | +58.1% | +21.6% |
| All | +242.6% | -7.4% | +250.1% | +210.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling