+1,994.3%
STX vs OPEN
-70.7%
+2,065.0%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.6% | +5.7% | +6.3% |
| 7D | +2.4% | -4.3% | +6.6% | +2.7% |
| 30D | +1.4% | -16.2% | +17.6% | +2.8% |
| 3M | -8.2% | -36.4% | +28.1% | -5.0% |
| 6M | +127.0% | -35.5% | +162.5% | +134.1% |
| YTD | +209.1% | -46.0% | +255.1% | +222.8% |
| 1Y | +365.4% | -47.1% | +412.6% | +370.6% |
| 3Y | +1,135.4% | -19.0% | +1,154.4% | +988.7% |
| 5Y | +991.5% | -83.6% | +1,075.1% | +868.6% |
| All | +1,994.3% | -70.7% | +2,065.0% | +1,695.4% |
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