+983.2%
MSTR vs OXY
+944.2%
+39.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +2.0% | -8.5% | -7.1% |
| 7D | -11.5% | +3.6% | -15.1% | -12.4% |
| 30D | -24.8% | -5.3% | -19.5% | -24.0% |
| 3M | +20.6% | +0.2% | +20.4% | +19.7% |
| 6M | -38.0% | +4.7% | -42.7% | -39.8% |
| YTD | -24.7% | +44.0% | -68.7% | -34.2% |
| 1Y | -49.1% | +42.1% | -91.1% | -55.3% |
| 3Y | +124.7% | +1.2% | +123.5% | +115.6% |
| 5Y | +40.9% | +95.7% | -54.7% | +12.1% |
| 10Y | +481.5% | +18.1% | +463.4% | +339.2% |
| All | +983.2% | +944.2% | +39.0% | +453.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling