+3.6%
QCOM vs OPEN
-82.9%
+86.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.2% | -2.4% | +1.2% |
| 7D | +2.0% | -31.1% | +33.0% | +7.2% |
| 30D | +1.2% | -34.7% | +35.9% | +7.0% |
| 3M | +9.1% | -61.9% | +71.0% | +23.8% |
| 6M | -25.0% | -71.9% | +46.9% | -12.0% |
| YTD | +4.8% | -76.6% | +81.4% | +24.3% |
| 1Y | +3.6% | -83.9% | +87.5% | +26.8% |
| All | +3.6% | -82.9% | +86.5% | +26.8% |
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 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