-59.6%
MSTR vs SHEL
+36.9%
-96.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.3% | -3.1% | -2.9% |
| 7D | +7.7% | +3.0% | +4.7% | +6.9% |
| 30D | +36.3% | +7.2% | +29.1% | +33.6% |
| 3M | +13.4% | +12.9% | +0.5% | +8.1% |
| 6M | -4.5% | +13.7% | -18.2% | -12.6% |
| YTD | -12.7% | +33.7% | -46.3% | -30.3% |
| 1Y | -59.6% | +37.9% | -97.5% | -66.6% |
| All | -59.6% | +36.9% | -96.5% | -66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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