-56.4%
MSTR vs CVX
+37.2%
-93.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -1.7% |
| 7D | +12.2% | +3.3% | +8.8% | +13.0% |
| 30D | +45.2% | +12.9% | +32.3% | +48.9% |
| 3M | +10.4% | +11.7% | -1.3% | +12.5% |
| 6M | -2.5% | +14.1% | -16.6% | -3.3% |
| YTD | -6.0% | +40.7% | -46.7% | -13.6% |
| 1Y | -56.4% | +37.5% | -93.9% | -61.5% |
| All | -56.4% | +37.2% | -93.6% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CVX.
Daily Out/Under-Performance
Portfolio return minus CVX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVX 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 1y: compounded portfolio wealth divided by compounded CVX 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…
1y analysis · Full analysis span regression · 6 months rolling