-47.4%
MSTR vs SLB
+39.9%
-87.4%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.8% |
| 7D | -4.0% | -3.7% | -0.3% | -2.9% |
| 30D | -18.6% | +2.9% | -21.5% | -19.2% |
| 3M | +25.6% | +0.2% | +25.4% | +24.9% |
| 6M | -33.1% | -4.4% | -28.6% | -31.9% |
| YTD | -17.3% | +33.4% | -50.8% | -25.0% |
| All | -47.4% | +39.9% | -87.4% | -52.3% |
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