+2.3%
QCOM vs RSP
+21.9%
-19.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.9% | +3.5% | +1.8% |
| 7D | -5.3% | +2.7% | -8.1% | -9.8% |
| 30D | -4.2% | +5.8% | -10.0% | -13.6% |
| 3M | +7.0% | +1.8% | +5.3% | +3.6% |
| 6M | +3.8% | +11.6% | -7.8% | -14.9% |
| YTD | +2.8% | +18.0% | -15.1% | -22.0% |
| 1Y | +2.3% | +21.8% | -19.5% | -26.4% |
| All | +2.3% | +21.9% | -19.6% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RSP.
Daily Out/Under-Performance
Portfolio return minus RSP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSP 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 RSP 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