+7,907.2%
QCOM vs WCN
+7,873.9%
+33.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.4% | +6.9% | +5.9% |
| 7D | +0.4% | +2.9% | -2.5% | -0.5% |
| 30D | -6.6% | +22.1% | -28.7% | -12.5% |
| 3M | +3.7% | +13.2% | -9.5% | -0.6% |
| 6M | -13.3% | +23.7% | -37.0% | -19.8% |
| YTD | -1.8% | +8.7% | -10.5% | -5.9% |
| 1Y | -2.5% | +15.3% | -17.9% | -8.4% |
| 3Y | +47.0% | +46.0% | +1.0% | +27.4% |
| 5Y | +13.1% | +45.9% | -32.8% | -2.3% |
| 10Y | +224.7% | +311.1% | -86.4% | +108.9% |
| All | +7,907.2% | +7,873.9% | +33.3% | +2,299.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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