+38.9%
QCOM vs SU
+360.6%
-321.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.3% | +0.9% |
| 7D | +4.4% | +1.6% | +2.8% | +3.9% |
| 30D | +9.4% | +10.7% | -1.4% | +6.1% |
| 3M | -13.7% | +13.5% | -27.2% | -17.4% |
| 6M | +28.9% | +21.8% | +7.1% | +19.8% |
| YTD | +4.7% | +58.8% | -54.1% | -11.2% |
| 1Y | +13.5% | +72.0% | -58.5% | -6.5% |
| 3Y | +77.1% | +121.7% | -44.6% | +32.9% |
| 5Y | +38.9% | +350.4% | -311.5% | -6.7% |
| All | +38.9% | +360.6% | -321.7% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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