+3.6%
QCOM vs WCC
+24.4%
-20.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +13.0% | +14.2% | -1.2% | +5.6% |
| 30D | +0.2% | -9.8% | +10.0% | +4.8% |
| 3M | +9.2% | -10.1% | +19.3% | +13.8% |
| 6M | -15.0% | -9.4% | -5.6% | -11.6% |
| YTD | +5.2% | +34.4% | -29.2% | -8.5% |
| All | +3.6% | +24.4% | -20.8% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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