+476.2%
STX vs OPEN
-94.8%
+571.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.6% | +0.6% | -2.7% |
| 7D | +14.6% | -15.0% | +29.6% | +16.4% |
| 30D | -26.0% | -40.2% | +14.2% | -22.7% |
| 3M | -42.6% | -67.4% | +24.8% | -36.6% |
| 6M | -35.3% | -74.0% | +38.7% | -27.3% |
| YTD | +92.5% | -79.6% | +172.0% | +120.0% |
| 1Y | +102.4% | -86.1% | +188.5% | +138.5% |
| 3Y | +673.8% | -41.4% | +715.2% | +575.0% |
| All | +476.2% | -94.8% | +571.0% | +475.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling