+50,186.6%
QCOM vs SONY
+869.4%
+49,317.2%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.8% |
| 7D | +3.3% | -1.2% | +4.5% | +3.8% |
| 30D | +7.7% | +9.4% | -1.7% | +3.5% |
| 3M | -30.1% | +10.5% | -40.5% | -33.5% |
| 6M | +22.8% | +11.7% | +11.2% | +15.4% |
| YTD | +0.2% | -4.1% | +4.3% | +0.3% |
| 1Y | +7.9% | -11.8% | +19.6% | +11.6% |
| 3Y | +55.8% | +45.9% | +9.9% | +27.7% |
| 5Y | +30.1% | +16.3% | +13.8% | +17.3% |
| 10Y | +248.9% | +297.6% | -48.7% | +84.2% |
| All | +50,186.6% | +869.4% | +49,317.2% | +16,834.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling