-49.1%
MSTR vs XLE
+45.6%
-94.6%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.5% | -8.0% | -6.0% |
| 7D | -11.5% | +4.4% | -15.9% | -10.4% |
| 30D | -24.8% | -4.3% | -20.5% | -25.7% |
| 3M | +20.6% | +6.0% | +14.6% | +21.2% |
| 6M | -38.0% | +13.2% | -51.2% | -37.6% |
| YTD | -24.7% | +46.7% | -71.4% | -39.8% |
| 1Y | -49.1% | +46.6% | -95.7% | -58.9% |
| All | -49.1% | +45.6% | -94.6% | -58.9% |
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