+30.9%
QCOM vs RRC
+156.2%
-125.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.3% |
| 7D | +3.3% | +1.3% | +2.0% | +3.1% |
| 30D | +7.7% | +10.1% | -2.4% | +5.7% |
| 3M | -30.1% | +4.0% | -34.1% | -30.8% |
| 6M | +22.8% | +1.6% | +21.3% | +21.6% |
| YTD | +0.2% | +19.7% | -19.5% | -4.6% |
| 1Y | +7.9% | +21.4% | -13.6% | +2.1% |
| 3Y | +55.8% | +29.7% | +26.2% | +43.5% |
| All | +30.9% | +156.2% | -125.4% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling