+7.9%
QCOM vs SYY
+1.0%
+6.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | 0.0% |
| 7D | +3.3% | -2.3% | +5.6% | +3.2% |
| 30D | +7.7% | -4.9% | +12.6% | +7.4% |
| 3M | -30.1% | +8.4% | -38.4% | -30.7% |
| 6M | +22.8% | -7.4% | +30.2% | +21.9% |
| YTD | +0.2% | +11.0% | -10.8% | -1.0% |
| 1Y | +7.9% | -0.2% | +8.1% | +10.2% |
| All | +7.9% | +1.0% | +6.9% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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