+967.2%
SMCI vs QCOM
+38.0%
+929.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.3% | -4.6% | -4.3% |
| 7D | +5.2% | +4.4% | +0.9% | +1.8% |
| 30D | +23.7% | +9.4% | +14.4% | +15.6% |
| 3M | -4.2% | -13.7% | +9.5% | +8.0% |
| 6M | +21.7% | +28.9% | -7.2% | -5.0% |
| YTD | +33.0% | +4.7% | +28.3% | +22.2% |
| 1Y | -9.3% | +13.5% | -22.8% | -22.5% |
| 3Y | +38.7% | +77.1% | -38.4% | -8.6% |
| 5Y | +967.2% | +38.9% | +928.3% | +643.9% |
| All | +967.2% | +38.0% | +929.1% | +643.9% |
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