+0.9%
QCOM vs SONY
-9.8%
+10.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.5% | -4.2% | -2.7% |
| 7D | +4.3% | +0.3% | +4.0% | +4.3% |
| 30D | -0.1% | +11.1% | -11.2% | -1.4% |
| 3M | +5.2% | +14.7% | -9.4% | +3.2% |
| 6M | -18.4% | +18.8% | -37.1% | -18.9% |
| YTD | +2.4% | +5.7% | -3.3% | +6.5% |
| 1Y | +0.9% | -8.1% | +8.9% | +14.2% |
| All | +0.9% | -9.8% | +10.7% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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