+304.5%
MSTR vs OXY
-3.3%
+307.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.1% |
| 7D | +12.2% | +1.6% | +10.6% | +11.6% |
| 30D | +45.2% | +11.6% | +33.6% | +39.8% |
| 3M | +10.4% | +2.8% | +7.6% | +9.0% |
| 6M | -2.5% | +13.0% | -15.5% | -10.8% |
| YTD | -6.0% | +47.4% | -53.4% | -25.7% |
| 1Y | -56.4% | +31.5% | -87.9% | -63.5% |
| All | +304.5% | -3.3% | +307.8% | +249.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling