-56.4%
MSTR vs LYB
+25.6%
-82.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.9% | +0.5% | -1.4% |
| 7D | +12.2% | -0.2% | +12.4% | +12.0% |
| 30D | +45.2% | +8.7% | +36.4% | +44.5% |
| 3M | +10.4% | -3.0% | +13.4% | +10.8% |
| 6M | -2.5% | +4.7% | -7.2% | -10.0% |
| YTD | -6.0% | +51.6% | -57.6% | -25.0% |
| 1Y | -56.4% | +24.4% | -80.8% | -60.8% |
| All | -56.4% | +25.6% | -82.0% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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