+14.1%
QCOM vs WEC
+56.3%
-42.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.6% | -2.7% |
| 7D | +4.3% | +2.3% | +1.9% | +4.2% |
| 30D | -0.1% | +11.1% | -11.2% | -0.7% |
| 3M | +5.2% | +8.4% | -3.2% | +4.7% |
| 6M | -18.4% | +7.5% | -25.9% | -18.9% |
| YTD | +2.4% | +15.3% | -12.9% | +1.1% |
| 1Y | +0.9% | +9.7% | -8.8% | 0.0% |
| 3Y | +48.4% | +64.7% | -16.3% | +37.7% |
| All | +14.1% | +56.3% | -42.2% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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