+30.9%
QCOM vs RSP
+52.0%
-21.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RSP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.8% |
| 7D | +3.3% | -0.8% | +4.1% | +4.5% |
| 30D | +7.7% | -0.3% | +8.0% | +8.2% |
| 3M | -30.1% | +4.3% | -34.3% | -34.1% |
| 6M | +22.8% | +8.8% | +14.0% | +9.0% |
| YTD | +0.2% | +15.3% | -15.1% | -18.2% |
| 1Y | +7.9% | +18.3% | -10.4% | -14.9% |
| 3Y | +55.8% | +52.8% | +3.0% | -13.8% |
| All | +30.9% | +52.0% | -21.1% | -23.4% |
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