+230.9%
QCOM vs RCAT
-99.6%
+330.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +11.4% | -7.7% | +3.6% |
| 7D | +5.8% | +1.1% | +4.7% | +5.8% |
| 30D | -2.3% | -22.0% | +19.7% | -2.1% |
| 3M | +2.7% | -51.1% | +53.8% | +3.2% |
| 6M | -21.0% | -56.6% | +35.6% | -20.6% |
| YTD | +1.8% | -43.3% | +45.1% | +2.0% |
| 1Y | +2.4% | -51.5% | +53.9% | +2.7% |
| 3Y | +52.1% | +411.4% | -359.2% | +49.8% |
| 5Y | +14.6% | +74.4% | -59.8% | +13.1% |
| 10Y | +230.9% | -99.6% | +330.5% | +210.7% |
| All | +230.9% | -99.6% | +330.5% | +210.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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