+110.1%
QCOM vs OPEN
-87.0%
+197.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -21.8% | +27.3% | +7.9% |
| 7D | +0.4% | -22.2% | +22.6% | +2.7% |
| 30D | -6.6% | -38.3% | +31.7% | -2.1% |
| 3M | +3.7% | -59.4% | +63.1% | +13.5% |
| 6M | -13.3% | -74.4% | +61.0% | -0.9% |
| YTD | -1.8% | -76.0% | +74.2% | +12.1% |
| 1Y | -2.5% | -78.7% | +76.1% | +11.7% |
| 3Y | +47.0% | -30.0% | +77.0% | +22.3% |
| 5Y | +13.1% | -93.7% | +106.8% | +13.1% |
| All | +110.1% | -87.0% | +197.1% | +99.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling