+1,037.7%
STX vs OPEN
-87.0%
+1,124.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -21.8% | +20.6% | +0.7% |
| 7D | -28.5% | -22.2% | -6.3% | -27.1% |
| 30D | -42.9% | -38.3% | -4.6% | -40.8% |
| 3M | -45.9% | -59.4% | +13.5% | -41.9% |
| 6M | -41.3% | -74.4% | +33.1% | -34.7% |
| YTD | +67.9% | -76.0% | +143.9% | +87.1% |
| 1Y | +66.5% | -78.7% | +145.2% | +86.6% |
| 3Y | +588.0% | -30.0% | +618.0% | +505.9% |
| 5Y | +449.1% | -93.7% | +542.8% | +422.7% |
| All | +1,037.7% | -87.0% | +1,124.7% | +940.6% |
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