+49.9%
MSTR vs EOG
+94.0%
-44.1%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.9% |
| 7D | -1.2% | -11.1% | +9.9% | +3.0% |
| 30D | -15.9% | +2.7% | -18.6% | -17.5% |
| 3M | +33.1% | +8.8% | +24.4% | +26.7% |
| 6M | -31.0% | +10.8% | -41.8% | -35.9% |
| YTD | -15.1% | +44.6% | -59.7% | -32.3% |
| 1Y | -45.6% | +44.6% | -90.2% | -56.8% |
| 3Y | +180.5% | +29.5% | +151.0% | +133.7% |
| All | +49.9% | +94.0% | -44.1% | -0.1% |
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