+1,252.0%
MSTR vs XEL
+741.9%
+510.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.2% |
| 7D | +12.2% | -1.0% | +13.1% | +12.5% |
| 30D | +45.2% | -1.9% | +47.1% | +45.8% |
| 3M | +10.4% | -1.9% | +12.3% | +10.7% |
| 6M | -2.5% | -7.4% | +5.0% | -0.8% |
| YTD | -6.0% | +4.1% | -10.1% | -7.3% |
| 1Y | -56.4% | +8.0% | -64.5% | -57.5% |
| 3Y | +306.3% | +48.4% | +257.9% | +259.5% |
| 5Y | +100.5% | +27.2% | +73.2% | +84.4% |
| 10Y | +741.1% | +146.8% | +594.3% | +527.9% |
| All | +1,252.0% | +741.9% | +510.0% | +396.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling