+123.8%
STX vs OPEN
-72.7%
+196.5%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +13.8% | -21.9% | -10.8% |
| 7D | -20.2% | +3.7% | -23.9% | -20.9% |
| 30D | -37.2% | -14.3% | -22.9% | -35.3% |
| 3M | -34.1% | -51.9% | +17.9% | -22.6% |
| 6M | -24.5% | -61.4% | +36.9% | -7.6% |
| YTD | +102.9% | -66.0% | +169.0% | +155.3% |
| 1Y | +123.8% | -71.4% | +195.2% | +186.9% |
| All | +123.8% | -72.7% | +196.5% | +186.9% |
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