-42.3%
MSTR vs XOP
+45.9%
-88.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -6.4% | +11.5% | +4.3% |
| 7D | -1.8% | -10.5% | +8.7% | -2.9% |
| 30D | -13.3% | -4.3% | -9.0% | -14.0% |
| 3M | +46.0% | +4.7% | +41.3% | +43.6% |
| 6M | -22.4% | -0.1% | -22.4% | -22.9% |
| YTD | -6.2% | +43.8% | -50.0% | -29.4% |
| 1Y | -42.3% | +45.3% | -87.6% | -57.7% |
| All | -42.3% | +45.9% | -88.2% | -57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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