+50,186.6%
QCOM vs XEL
+1,571.6%
+48,615.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.3% |
| 7D | +3.3% | -1.0% | +4.3% | +3.6% |
| 30D | +7.7% | -1.9% | +9.6% | +8.3% |
| 3M | -30.1% | -1.9% | -28.2% | -29.9% |
| 6M | +22.8% | -7.4% | +30.3% | +25.2% |
| YTD | +0.2% | +4.1% | -3.9% | -1.2% |
| 1Y | +7.9% | +8.0% | -0.2% | +5.1% |
| 3Y | +55.8% | +48.4% | +7.4% | +36.0% |
| 5Y | +30.1% | +27.2% | +2.8% | +18.1% |
| 10Y | +248.9% | +146.8% | +102.1% | +161.1% |
| All | +50,186.6% | +1,571.6% | +48,615.0% | +18,202.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling