+14.1%
QCOM vs RCL
+292.5%
-278.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.4% | -3.0% | -2.8% |
| 7D | +4.3% | -1.2% | +5.5% | +4.6% |
| 30D | -0.1% | +17.8% | -17.9% | -5.4% |
| 3M | +5.2% | +4.9% | +0.3% | +3.1% |
| 6M | -18.4% | +23.7% | -42.1% | -24.6% |
| YTD | +2.4% | +17.8% | -15.4% | -5.7% |
| 1Y | +0.9% | +28.9% | -28.0% | -10.3% |
| 3Y | +48.4% | +241.9% | -193.5% | -6.4% |
| All | +14.1% | +292.5% | -278.4% | -31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling