+30.9%
QCOM vs SPXU
-86.1%
+117.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | +0.8% |
| 7D | +3.3% | -0.1% | +3.4% | +3.3% |
| 30D | +7.7% | +0.8% | +6.9% | +8.4% |
| 3M | -30.1% | -4.7% | -25.4% | -30.1% |
| 6M | +22.8% | -29.6% | +52.5% | +6.8% |
| YTD | +0.2% | -29.9% | +30.1% | -12.3% |
| 1Y | +7.9% | -39.1% | +46.9% | -10.7% |
| 3Y | +55.8% | -80.0% | +135.8% | -12.2% |
| All | +30.9% | -86.1% | +117.0% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 5y: compounded portfolio wealth divided by compounded SPXU 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…
5y analysis · Full analysis span regression · 6 months rolling