-59.6%
MSTR vs EOG
+28.5%
-88.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -2.5% |
| 7D | +7.7% | -1.3% | +9.0% | +7.5% |
| 30D | +36.3% | +3.4% | +33.0% | +37.4% |
| 3M | +13.4% | +7.8% | +5.6% | +15.1% |
| 6M | -4.5% | +13.4% | -17.9% | -5.6% |
| YTD | -12.7% | +43.5% | -56.2% | -20.0% |
| 1Y | -59.6% | +29.7% | -89.3% | -64.5% |
| All | -59.6% | +28.5% | -88.1% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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