+521.9%
MSTR vs OXY
+15.0%
+506.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | -14.2% | -0.2% | -14.0% | -14.1% |
| 30D | -19.9% | -6.4% | -13.5% | -18.8% |
| 3M | +27.3% | -2.6% | +30.0% | +27.4% |
| 6M | -37.6% | +4.8% | -42.3% | -39.2% |
| YTD | -19.5% | +41.2% | -60.6% | -28.2% |
| 1Y | -47.1% | +39.5% | -86.6% | -52.8% |
| 3Y | +140.3% | -0.8% | +141.1% | +131.8% |
| 5Y | +49.5% | +91.6% | -42.1% | +26.2% |
| 10Y | +521.9% | +15.7% | +506.1% | +413.0% |
| All | +521.9% | +15.0% | +506.9% | +413.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 10y: compounded portfolio wealth divided by compounded OXY 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…
10y analysis · Full analysis span regression · 6 months rolling