+120.4%
QCOM vs OPEN
-87.8%
+208.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.1% | +8.3% | +2.0% |
| 7D | +5.5% | -24.7% | +30.2% | +8.4% |
| 30D | -1.1% | -41.0% | +39.9% | +4.1% |
| 3M | +7.6% | -62.4% | +69.9% | +18.7% |
| 6M | -20.1% | -73.9% | +53.8% | -8.8% |
| YTD | +3.0% | -77.5% | +80.6% | +18.4% |
| 1Y | +3.2% | -83.6% | +86.8% | +21.9% |
| 3Y | +48.9% | -37.0% | +85.9% | +25.5% |
| 5Y | +21.1% | -93.3% | +114.4% | +20.0% |
| All | +120.4% | -87.8% | +208.2% | +110.8% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 10y: compounded portfolio wealth divided by compounded OPEN 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…
10y analysis · Full analysis span regression · 6 months rolling