+40.9%
MSTR vs SLB
+75.0%
-34.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.1% | -6.4% | -6.5% |
| 7D | -11.5% | +2.6% | -14.1% | -12.4% |
| 30D | -24.8% | +4.4% | -29.2% | -26.1% |
| 3M | +20.6% | -2.7% | +23.4% | +21.4% |
| 6M | -38.0% | -7.5% | -30.4% | -36.8% |
| YTD | -24.7% | +34.8% | -59.5% | -35.0% |
| 1Y | -49.1% | +44.6% | -93.7% | -57.5% |
| 3Y | +124.7% | +3.2% | +121.5% | +108.2% |
| 5Y | +40.9% | +73.6% | -32.6% | +4.5% |
| All | +40.9% | +75.0% | -34.1% | +4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling