+1,245.4%
STX vs OPEN
-88.5%
+1,333.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.5% | +8.3% | -0.4% |
| 7D | +16.8% | -31.0% | +47.9% | +20.4% |
| 30D | -27.0% | -41.5% | +14.4% | -23.9% |
| 3M | -37.9% | -64.6% | +26.7% | -32.5% |
| 6M | -32.5% | -73.8% | +41.3% | -25.0% |
| YTD | +98.6% | -78.8% | +177.4% | +123.6% |
| 1Y | +93.6% | -86.8% | +180.4% | +125.7% |
| 3Y | +699.1% | -40.6% | +739.7% | +614.7% |
| 5Y | +481.0% | -94.7% | +575.7% | +460.5% |
| All | +1,245.4% | -88.5% | +1,333.9% | +1,143.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling