+677.4%
MSTR vs OXY
+3.7%
+673.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.1% | -3.9% | -3.1% |
| 7D | +7.7% | +0.6% | +7.1% | +7.5% |
| 30D | +36.3% | +4.5% | +31.8% | +34.8% |
| 3M | +13.4% | +8.9% | +4.5% | +10.3% |
| 6M | -4.5% | +12.5% | -17.0% | -9.0% |
| YTD | -12.7% | +50.5% | -63.1% | -23.0% |
| 1Y | -59.6% | +38.6% | -98.2% | -63.7% |
| 3Y | +272.5% | -1.2% | +273.7% | +260.4% |
| 5Y | +107.1% | +161.6% | -54.5% | +65.5% |
| 10Y | +677.4% | +5.3% | +672.1% | +543.8% |
| All | +677.4% | +3.7% | +673.7% | +543.8% |
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