-49.3%
MSTR vs OXY
+39.4%
-88.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.0% | -5.6% | -3.3% |
| 7D | -10.7% | -5.8% | -4.9% | -11.5% |
| 30D | -21.6% | -5.3% | -16.2% | -22.1% |
| 3M | +24.4% | -2.5% | +26.9% | +23.8% |
| 6M | -35.5% | +8.3% | -43.7% | -35.7% |
| YTD | -20.3% | +40.3% | -60.6% | -36.6% |
| 1Y | -49.3% | +38.8% | -88.2% | -58.1% |
| All | -49.3% | +39.4% | -88.8% | -58.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling