+94.4%
QQQ vs QCOM
+35.4%
+59.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.2% | -3.3% | -1.3% |
| 7D | +1.5% | +5.1% | -3.5% | -0.4% |
| 30D | -0.6% | +4.3% | -4.9% | -2.3% |
| 3M | +0.4% | -19.6% | +20.1% | +8.1% |
| 6M | +20.1% | +29.5% | -9.4% | +2.4% |
| YTD | +17.2% | +3.4% | +13.8% | +9.7% |
| 1Y | +24.7% | +10.9% | +13.8% | +12.2% |
| 3Y | +96.2% | +74.8% | +21.4% | +36.0% |
| 5Y | +94.4% | +36.2% | +58.2% | +54.7% |
| All | +94.4% | +35.4% | +59.0% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QCOM.
Daily Out/Under-Performance
Portfolio return minus QCOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QCOM 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 QCOM 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