-56.4%
MSTR vs XLE
+49.3%
-105.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -1.5% |
| 7D | +12.2% | +2.2% | +10.0% | +12.3% |
| 30D | +45.2% | +11.8% | +33.4% | +45.8% |
| 3M | +10.4% | +9.8% | +0.6% | +11.0% |
| 6M | -2.5% | +15.6% | -18.1% | -6.3% |
| YTD | -6.0% | +45.3% | -51.3% | -20.7% |
| 1Y | -56.4% | +48.3% | -104.7% | -63.6% |
| All | -56.4% | +49.3% | -105.7% | -63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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