+8,068.4%
QCOM vs WCN
+6,839.3%
+1,229.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.5% |
| 7D | +3.3% | -0.6% | +4.0% | +3.5% |
| 30D | +7.7% | +0.4% | +7.3% | +7.5% |
| 3M | -30.1% | +7.3% | -37.4% | -32.1% |
| 6M | +22.8% | -2.5% | +25.3% | +22.3% |
| YTD | +0.2% | -5.4% | +5.6% | +0.6% |
| 1Y | +7.9% | -8.5% | +16.3% | +9.1% |
| 3Y | +55.8% | +20.8% | +35.0% | +43.6% |
| 5Y | +30.1% | +30.0% | 0.0% | +16.9% |
| 10Y | +248.9% | +238.4% | +10.5% | +138.8% |
| All | +8,068.4% | +6,839.3% | +1,229.1% | +2,465.1% |
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