+46.2%
MSTR vs OXY
+75.2%
-29.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.2% |
| 7D | -4.0% | -8.2% | +4.2% | -0.9% |
| 30D | -18.6% | -7.2% | -11.4% | -16.7% |
| 3M | +25.6% | +0.2% | +25.4% | +23.9% |
| 6M | -33.1% | +6.1% | -39.2% | -36.5% |
| YTD | -17.3% | +37.5% | -54.9% | -32.7% |
| 1Y | -48.1% | +37.7% | -85.8% | -57.9% |
| 3Y | +154.2% | -2.8% | +157.0% | +135.8% |
| 5Y | +46.2% | +77.6% | -31.4% | -0.2% |
| All | +46.2% | +75.2% | -29.0% | -0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling