+66.6%
WDC vs QCOM
+0.7%
+65.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +3.7% | +6.2% | +7.9% |
| 7D | -14.4% | +5.8% | -20.2% | -16.4% |
| 30D | -27.1% | -2.3% | -24.8% | -25.7% |
| 3M | -33.3% | +2.7% | -36.0% | -34.8% |
| 6M | -39.6% | -21.0% | -18.6% | -31.9% |
| YTD | +68.4% | +1.8% | +66.6% | +76.0% |
| All | +66.6% | +0.7% | +65.9% | +76.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling