+119.1%
QCOM vs OPEN
-88.9%
+208.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.6% | +1.0% | -2.2% |
| 7D | +4.3% | -15.0% | +19.3% | +6.0% |
| 30D | -0.1% | -40.2% | +40.1% | +5.0% |
| 3M | +5.2% | -67.4% | +72.6% | +17.9% |
| 6M | -18.4% | -74.0% | +55.7% | -6.8% |
| YTD | +2.4% | -79.6% | +82.0% | +18.8% |
| 1Y | +0.9% | -86.1% | +87.0% | +21.4% |
| 3Y | +48.4% | -41.4% | +89.8% | +25.9% |
| 5Y | +16.6% | -94.9% | +111.4% | +19.2% |
| All | +119.1% | -88.9% | +208.0% | +111.6% |
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