+483.4%
QCOM vs SPXU
-100.0%
+583.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.7% | +0.1% |
| 7D | +2.0% | +1.5% | +0.4% | +3.6% |
| 30D | +1.2% | +6.4% | -5.1% | +5.6% |
| 3M | +9.1% | +4.2% | +4.9% | +13.5% |
| 6M | -25.0% | -7.8% | -17.2% | -24.3% |
| YTD | +4.8% | -27.5% | +32.4% | -2.1% |
| 1Y | +3.6% | -27.1% | +30.8% | -2.5% |
| 3Y | +51.5% | -80.8% | +132.3% | -2.8% |
| 5Y | +19.7% | -84.1% | +103.8% | -11.6% |
| 10Y | +245.8% | -99.5% | +345.3% | +12.1% |
| All | +483.4% | -100.0% | +583.4% | -27.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling