+19.7%
QCOM vs OPEN
-94.2%
+113.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.2% | -2.4% | +1.3% |
| 7D | +2.0% | -31.1% | +33.0% | +5.7% |
| 30D | +1.2% | -34.7% | +35.9% | +5.4% |
| 3M | +9.1% | -61.9% | +71.0% | +20.1% |
| 6M | -25.0% | -71.9% | +46.9% | -15.2% |
| YTD | +4.8% | -76.6% | +81.4% | +19.6% |
| 1Y | +3.6% | -83.9% | +87.5% | +22.3% |
| 3Y | +51.5% | -34.4% | +85.9% | +26.5% |
| 5Y | +19.7% | -93.9% | +113.7% | +25.4% |
| All | +19.7% | -94.2% | +113.9% | +25.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling