+2,130.2%
STX vs OPEN
-71.4%
+2,201.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.5% | +9.0% | +6.7% |
| 7D | +10.7% | +1.0% | +9.8% | +10.6% |
| 30D | +11.3% | -11.9% | +23.2% | +12.4% |
| 3M | +3.2% | -28.8% | +32.0% | +5.8% |
| 6M | +157.0% | -38.6% | +195.6% | +166.1% |
| YTD | +229.2% | -47.3% | +276.5% | +244.5% |
| 1Y | +381.8% | -49.2% | +431.0% | +389.2% |
| 3Y | +1,383.2% | -18.8% | +1,402.0% | +1,205.8% |
| 5Y | +1,144.9% | -83.6% | +1,228.5% | +1,006.3% |
| All | +2,130.2% | -71.4% | +2,201.6% | +1,815.9% |
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 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