+18,689.8%
QCOM vs RCL
+5,591.8%
+13,098.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -3.1% | -6.4% | -8.7% |
| 7D | -15.5% | +3.9% | -19.4% | -16.2% |
| 30D | -13.4% | +11.8% | -25.2% | -15.7% |
| 3M | 0.0% | -0.8% | +0.9% | -0.1% |
| 6M | -15.2% | +23.6% | -38.8% | -20.2% |
| YTD | -6.9% | +17.6% | -24.5% | -12.2% |
| 1Y | -11.0% | +28.3% | -39.2% | -18.0% |
| 3Y | +39.8% | +261.4% | -221.7% | -1.3% |
| 5Y | +7.2% | +245.3% | -238.1% | -27.1% |
| 10Y | +207.7% | +381.8% | -174.1% | +62.2% |
| All | +18,689.8% | +5,591.8% | +13,098.0% | +4,221.3% |
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