+20,127.0%
QCOM vs RCL
+4,549.4%
+15,577.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +3.3% | -5.1% | +8.4% | +4.6% |
| 30D | +7.7% | -19.0% | +26.7% | +13.4% |
| 3M | -30.1% | -9.6% | -20.5% | -28.4% |
| 6M | +22.8% | -6.7% | +29.5% | +24.1% |
| YTD | +0.2% | -3.9% | +4.1% | -0.3% |
| 1Y | +7.9% | -25.1% | +32.9% | +13.6% |
| 3Y | +55.8% | +179.1% | -123.3% | +17.5% |
| 5Y | +30.1% | +243.3% | -213.2% | -11.1% |
| 10Y | +248.9% | +325.8% | -76.9% | +89.3% |
| All | +20,127.0% | +4,549.4% | +15,577.6% | +4,804.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling