+366.2%
STX vs OPEN
-50.2%
+416.5%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.3% | +0.2% | -1.8% |
| 7D | +9.6% | -2.9% | +12.5% | +9.8% |
| 30D | +10.6% | -13.8% | +24.4% | +11.9% |
| 3M | +4.8% | -30.9% | +35.7% | +7.8% |
| 6M | +137.3% | -40.9% | +178.2% | +146.6% |
| YTD | +222.5% | -48.5% | +271.0% | +238.2% |
| 1Y | +366.2% | -50.9% | +417.1% | +393.5% |
| All | +366.2% | -50.2% | +416.5% | +393.5% |
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