+526.8%
MSTR vs XEL
+176.3%
+350.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.6% |
| 7D | -10.7% | +1.7% | -12.5% | -11.0% |
| 30D | -21.6% | +8.6% | -30.1% | -23.0% |
| 3M | +24.4% | +5.1% | +19.3% | +22.9% |
| 6M | -35.5% | +2.5% | -38.0% | -36.0% |
| YTD | -20.3% | +11.0% | -31.3% | -22.4% |
| 1Y | -49.3% | +2.7% | -52.1% | -49.8% |
| 3Y | +137.8% | +49.7% | +88.0% | +112.3% |
| 5Y | +48.3% | +46.1% | +2.2% | +34.1% |
| 10Y | +526.8% | +181.5% | +345.2% | +414.9% |
| All | +526.8% | +176.3% | +350.5% | +414.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 10y: compounded portfolio wealth divided by compounded XEL 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…
10y analysis · Full analysis span regression · 6 months rolling