-59.6%
MSTR vs CVX
+43.5%
-103.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.9% | -4.7% | -2.4% |
| 7D | +7.7% | +1.0% | +6.8% | +8.0% |
| 30D | +36.3% | +10.7% | +25.7% | +39.3% |
| 3M | +13.4% | +15.5% | -2.1% | +16.1% |
| 6M | -4.5% | +14.9% | -19.4% | -4.2% |
| YTD | -12.7% | +44.2% | -56.9% | -20.9% |
| 1Y | -59.6% | +43.5% | -103.1% | -64.1% |
| All | -59.6% | +43.5% | -103.1% | -64.1% |
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