-2.5%
QCOM vs OPEN
-81.0%
+78.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -21.8% | +27.3% | +8.5% |
| 7D | +0.4% | -22.2% | +22.6% | +3.4% |
| 30D | -6.6% | -38.3% | +31.7% | -0.9% |
| 3M | +3.7% | -59.4% | +63.1% | +15.7% |
| 6M | -13.3% | -74.4% | +61.0% | +1.4% |
| YTD | -1.8% | -76.0% | +74.2% | +14.7% |
| 1Y | -2.5% | -78.7% | +76.1% | +14.1% |
| All | -2.5% | -81.0% | +78.5% | +14.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling