-47.1%
MSTR vs SLB
+40.3%
-87.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.1% | -1.1% | +0.5% |
| 7D | -14.2% | -1.2% | -13.0% | -13.8% |
| 30D | -19.9% | +4.5% | -24.4% | -20.7% |
| 3M | +27.3% | -4.6% | +31.9% | +28.5% |
| 6M | -37.6% | -6.3% | -31.3% | -35.8% |
| YTD | -19.5% | +35.0% | -54.4% | -27.5% |
| 1Y | -47.1% | +38.8% | -85.9% | -52.2% |
| All | -47.1% | +40.3% | -87.5% | -52.2% |
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