+6.2%
WMT vs QCOM
+13.8%
-7.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | -2.5% | +4.9% | -7.4% | -2.1% |
| 30D | -6.4% | +9.3% | -15.7% | -5.8% |
| 3M | -12.1% | -7.0% | -5.1% | -12.5% |
| 6M | -15.0% | +32.0% | -47.0% | -13.2% |
| YTD | -4.5% | +5.0% | -9.5% | -5.1% |
| 1Y | +6.2% | +13.6% | -7.4% | +6.2% |
| All | +6.2% | +13.8% | -7.6% | +6.2% |
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