+52,689.9%
QCOM vs WEC
+3,295.6%
+49,394.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | +13.0% | -0.7% | +13.7% | +13.2% |
| 30D | +0.2% | +11.0% | -10.8% | -3.4% |
| 3M | +9.2% | +8.6% | +0.6% | +6.0% |
| 6M | -15.0% | +6.2% | -21.2% | -17.2% |
| YTD | +5.2% | +14.3% | -9.1% | -0.3% |
| 1Y | +2.4% | +8.4% | -6.0% | -1.3% |
| 3Y | +52.0% | +62.9% | -10.9% | +24.8% |
| 5Y | +19.7% | +55.8% | -36.1% | -1.4% |
| 10Y | +246.9% | +193.2% | +53.7% | +112.7% |
| All | +52,689.9% | +3,295.6% | +49,394.3% | +13,274.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling