-2.5%
MSTR vs CVX
+13.3%
-15.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | -0.1% | -2.3% |
| 7D | +12.2% | +3.3% | +8.8% | +14.7% |
| 30D | +45.2% | +12.9% | +32.3% | +57.6% |
| 3M | +10.4% | +11.7% | -1.3% | +17.0% |
| 6M | -2.5% | +14.1% | -16.6% | +4.8% |
| All | -2.5% | +13.3% | -15.8% | +4.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling