+7.9%
QCOM vs RCL
-23.9%
+31.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +3.3% | -5.1% | +8.4% | +4.7% |
| 30D | +7.7% | -19.0% | +26.7% | +13.7% |
| 3M | -30.1% | -9.6% | -20.5% | -28.4% |
| 6M | +22.8% | -6.7% | +29.5% | +23.4% |
| YTD | +0.2% | -3.9% | +4.1% | -1.0% |
| 1Y | +7.9% | -25.1% | +32.9% | +12.7% |
| All | +7.9% | -23.9% | +31.8% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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