+3.6%
QCOM vs RRC
+38.2%
-34.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.9% |
| 7D | +2.0% | -0.5% | +2.4% | +1.9% |
| 30D | +1.2% | +25.2% | -24.0% | +4.4% |
| 3M | +9.1% | +27.8% | -18.7% | +13.0% |
| 6M | -25.0% | +27.2% | -52.2% | -21.3% |
| YTD | +4.8% | +48.2% | -43.3% | +10.0% |
| 1Y | +3.6% | +34.7% | -31.1% | +11.5% |
| All | +3.6% | +38.2% | -34.6% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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