+14.1%
QCOM vs RSP
+48.2%
-34.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.9% |
| 7D | +4.3% | +2.4% | +1.9% | +0.6% |
| 30D | -0.1% | +4.3% | -4.4% | -5.9% |
| 3M | +5.2% | -0.3% | +5.6% | +6.2% |
| 6M | -18.4% | +9.8% | -28.2% | -28.5% |
| YTD | +2.4% | +16.8% | -14.4% | -17.9% |
| 1Y | +0.9% | +19.5% | -18.6% | -21.7% |
| 3Y | +48.4% | +65.1% | -16.8% | -26.8% |
| All | +14.1% | +48.2% | -34.1% | -31.4% |
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 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