+19.7%
QCOM vs RSP
+50.5%
-30.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +0.5% |
| 7D | +2.0% | -0.3% | +2.3% | +2.7% |
| 30D | +1.2% | +4.4% | -3.2% | -4.8% |
| 3M | +9.1% | +1.3% | +7.9% | +7.5% |
| 6M | -25.0% | +10.0% | -35.0% | -34.4% |
| YTD | +4.8% | +17.6% | -12.8% | -16.7% |
| 1Y | +3.6% | +19.2% | -15.6% | -19.3% |
| 3Y | +51.5% | +66.0% | -14.6% | -25.9% |
| 5Y | +19.7% | +50.4% | -30.7% | -29.2% |
| All | +19.7% | +50.5% | -30.8% | -29.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling