+1,089.0%
MSTR vs OXY
+897.0%
+192.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.1% | -1.5% | -2.3% |
| 7D | -4.0% | -8.2% | +4.2% | -1.7% |
| 30D | -18.6% | -7.2% | -11.4% | -17.2% |
| 3M | +25.6% | +0.2% | +25.4% | +24.6% |
| 6M | -33.1% | +6.1% | -39.2% | -35.2% |
| YTD | -17.3% | +37.5% | -54.9% | -26.7% |
| 1Y | -48.1% | +37.7% | -85.8% | -54.0% |
| 3Y | +154.2% | -2.8% | +157.0% | +146.9% |
| 5Y | +46.2% | +77.6% | -31.4% | +19.5% |
| 10Y | +554.5% | +9.5% | +545.1% | +405.9% |
| All | +1,089.0% | +897.0% | +192.0% | +516.2% |
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 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