-42.3%
MSTR vs SLB
+45.4%
-87.7%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.1% | +6.2% | +5.4% |
| 7D | -1.8% | -4.1% | +2.3% | -0.8% |
| 30D | -13.3% | +2.5% | -15.9% | -13.9% |
| 3M | +46.0% | +2.0% | +44.0% | +44.2% |
| 6M | -22.4% | -6.3% | -16.1% | -20.1% |
| YTD | -6.2% | +36.5% | -42.7% | -16.6% |
| 1Y | -42.3% | +46.2% | -88.5% | -49.6% |
| All | -42.3% | +45.4% | -87.7% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SLB.
Daily Out/Under-Performance
Portfolio return minus SLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLB 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 SLB 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