+1,149.1%
STX vs OPEN
-86.9%
+1,236.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.7% | +9.1% | +9.7% |
| 7D | -14.8% | -21.7% | +6.9% | -13.2% |
| 30D | -35.4% | -36.5% | +1.1% | -33.1% |
| 3M | -37.7% | -59.5% | +21.9% | -33.0% |
| 6M | -35.2% | -71.9% | +36.6% | -28.5% |
| YTD | +84.4% | -75.8% | +160.2% | +105.3% |
| 1Y | +82.3% | -78.5% | +160.8% | +104.1% |
| 3Y | +646.2% | -30.2% | +676.4% | +557.8% |
| 5Y | +487.4% | -93.3% | +580.7% | +458.0% |
| All | +1,149.1% | -86.9% | +1,236.0% | +1,041.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling