+30.9%
QCOM vs OPEN
-83.7%
+114.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | 0.0% |
| 7D | +3.3% | -4.3% | +7.6% | +3.8% |
| 30D | +7.7% | -16.2% | +23.9% | +9.6% |
| 3M | -30.1% | -36.4% | +6.3% | -26.9% |
| 6M | +22.8% | -35.5% | +58.3% | +27.4% |
| YTD | +0.2% | -46.0% | +46.2% | +5.3% |
| 1Y | +7.9% | -47.1% | +55.0% | +8.5% |
| 3Y | +55.8% | -19.0% | +74.8% | +29.9% |
| All | +30.9% | -83.7% | +114.6% | +25.0% |
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