+4,601.6%
SNDK vs QCOM
+7.9%
+4,593.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.3% | -4.3% | -4.3% |
| 7D | +8.8% | +4.9% | +3.9% | +4.7% |
| 30D | +33.2% | +9.3% | +23.8% | +24.1% |
| 3M | +3.0% | -7.0% | +10.0% | +12.5% |
| 6M | +173.5% | +32.0% | +141.5% | +108.1% |
| YTD | +613.0% | +5.0% | +608.0% | +564.5% |
| 1Y | +2,189.8% | +13.6% | +2,176.2% | +1,842.7% |
| All | +4,601.6% | +7.9% | +4,593.7% | +4,392.1% |
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