+365.4%
STX vs OPEN
-38.6%
+404.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.6% | +5.7% | +6.3% |
| 7D | +2.4% | -4.3% | +6.6% | +2.7% |
| 30D | +1.4% | -16.2% | +17.6% | +2.8% |
| 3M | -8.2% | -36.4% | +28.1% | -4.9% |
| 6M | +127.0% | -35.5% | +162.5% | +134.4% |
| YTD | +209.1% | -46.0% | +255.1% | +222.9% |
| 1Y | +365.4% | -47.1% | +412.6% | +389.5% |
| All | +365.4% | -38.6% | +404.0% | +389.5% |
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