+673.8%
STX vs OPEN
-42.5%
+716.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.6% | +0.6% | -2.8% |
| 7D | +14.6% | -15.0% | +29.6% | +15.9% |
| 30D | -26.0% | -40.2% | +14.2% | -23.6% |
| 3M | -42.6% | -67.4% | +24.8% | -38.4% |
| 6M | -35.3% | -74.0% | +38.7% | -29.7% |
| YTD | +92.5% | -79.6% | +172.0% | +111.4% |
| 1Y | +102.4% | -86.1% | +188.5% | +126.0% |
| 3Y | +673.8% | -41.4% | +715.2% | +663.1% |
| All | +673.8% | -42.5% | +716.3% | +663.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling