+1,252.0%
MSTR vs EOG
+4,639.0%
-3,387.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +12.2% | +1.3% | +10.9% | +11.7% |
| 30D | +45.2% | +8.2% | +37.0% | +42.1% |
| 3M | +10.4% | +3.8% | +6.6% | +8.6% |
| 6M | -2.5% | +15.3% | -17.8% | -7.4% |
| YTD | -6.0% | +41.7% | -47.7% | -15.2% |
| 1Y | -56.4% | +23.6% | -80.0% | -59.4% |
| 3Y | +306.3% | +23.3% | +283.0% | +278.3% |
| 5Y | +100.5% | +170.4% | -69.9% | +55.5% |
| 10Y | +741.1% | +125.5% | +615.6% | +512.3% |
| All | +1,252.0% | +4,639.0% | -3,387.0% | +296.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling