+52.7%
XOM vs QCOM
+12.3%
+40.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QCOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.3% | +0.9% | +2.3% |
| 7D | 0.0% | +4.4% | -4.3% | +0.3% |
| 30D | +3.4% | +9.4% | -5.9% | +4.0% |
| 3M | +11.0% | -13.7% | +24.7% | +10.5% |
| 6M | +10.6% | +28.9% | -18.3% | +12.0% |
| YTD | +39.2% | +4.7% | +34.5% | +42.4% |
| 1Y | +52.7% | +13.5% | +39.2% | +54.2% |
| All | +52.7% | +12.3% | +40.4% | +54.2% |
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