-45.6%
MSTR vs XLE
+44.8%
-90.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -1.2% | -12.0% | +10.8% | -4.9% |
| 30D | -15.9% | -2.7% | -13.2% | -16.9% |
| 3M | +33.1% | +6.6% | +26.5% | +32.5% |
| 6M | -31.0% | +9.5% | -40.5% | -31.7% |
| YTD | -15.1% | +40.6% | -55.7% | -33.0% |
| 1Y | -45.6% | +43.6% | -89.2% | -57.9% |
| All | -45.6% | +44.8% | -90.4% | -57.9% |
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