+245.8%
QCOM vs RACE
+741.5%
-495.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.7% |
| 7D | +2.0% | -3.9% | +5.8% | +4.0% |
| 30D | +1.2% | +6.8% | -5.6% | -1.9% |
| 3M | +9.1% | +1.3% | +7.8% | +8.5% |
| 6M | -25.0% | +26.3% | -51.3% | -33.7% |
| YTD | +4.8% | +13.8% | -9.0% | -3.4% |
| 1Y | +3.6% | -0.5% | +4.1% | +2.1% |
| 3Y | +51.5% | +25.6% | +25.8% | +26.5% |
| 5Y | +19.7% | +67.6% | -47.9% | -16.5% |
| 10Y | +245.8% | +724.7% | -478.9% | +51.6% |
| All | +245.8% | +741.5% | -495.7% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 10y: compounded portfolio wealth divided by compounded RACE 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…
10y analysis · Full analysis span regression · 6 months rolling