+113.8%
MSTR vs EOG
+169.6%
-55.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.1% | -4.5% | -4.4% |
| 7D | +9.3% | -2.0% | +11.3% | +10.1% |
| 30D | +36.5% | +7.9% | +28.6% | +31.8% |
| 3M | +7.3% | +4.5% | +2.8% | +3.8% |
| 6M | +2.2% | +12.3% | -10.1% | -6.1% |
| YTD | -10.2% | +41.9% | -52.0% | -26.9% |
| 1Y | -58.6% | +27.8% | -86.5% | -64.6% |
| 3Y | +283.2% | +21.8% | +261.4% | +230.6% |
| 5Y | +113.8% | +174.0% | -60.2% | +22.6% |
| All | +113.8% | +169.6% | -55.8% | +22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling