+7.2%
QCOM vs RY
+124.6%
-117.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -2.9% | -6.6% | -7.0% |
| 7D | -15.5% | -1.1% | -14.4% | -14.3% |
| 30D | -13.4% | +4.4% | -17.8% | -16.2% |
| 3M | 0.0% | -2.9% | +3.0% | +2.9% |
| 6M | -15.2% | +15.6% | -30.8% | -25.4% |
| YTD | -6.9% | +21.8% | -28.7% | -21.7% |
| 1Y | -11.0% | +42.6% | -53.5% | -34.8% |
| 3Y | +39.8% | +160.9% | -121.1% | -41.4% |
| 5Y | +7.2% | +126.1% | -118.9% | -46.6% |
| All | +7.2% | +124.6% | -117.4% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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