+14.1%
QCOM vs OPEN
-94.8%
+108.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +4.9% |
| 3M | +5.2% | -67.4% | +72.6% | +17.7% |
| 6M | -18.4% | -74.0% | +55.7% | -7.0% |
| YTD | +2.4% | -79.6% | +82.0% | +18.5% |
| 1Y | +0.9% | -86.1% | +87.0% | +21.0% |
| 3Y | +48.4% | -41.4% | +89.8% | +25.2% |
| All | +14.1% | -94.8% | +108.9% | +22.8% |
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 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