+281.8%
QCOM vs XEL
+146.5%
+135.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.6% |
| 7D | +4.4% | +0.9% | +3.5% | +4.1% |
| 30D | +9.4% | -0.9% | +10.3% | +9.6% |
| 3M | -13.7% | -1.4% | -12.2% | -13.5% |
| 6M | +28.9% | -5.8% | +34.7% | +30.9% |
| YTD | +4.7% | +4.7% | 0.0% | +3.0% |
| 1Y | +13.5% | +9.1% | +4.4% | +9.9% |
| 3Y | +77.1% | +47.8% | +29.2% | +51.4% |
| 5Y | +38.9% | +29.0% | +9.9% | +24.4% |
| 10Y | +281.8% | +154.0% | +127.8% | +200.5% |
| All | +281.8% | +146.5% | +135.3% | +200.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded XEL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling