-46.5%
MSTR vs XOP
+42.7%
-89.2%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.4% | -2.4% |
| 7D | -13.4% | +6.3% | -19.8% | -13.0% |
| 30D | -22.1% | -6.6% | -15.5% | -22.5% |
| 3M | +15.0% | +3.6% | +11.4% | +13.5% |
| 6M | -37.3% | +10.8% | -48.1% | -38.6% |
| YTD | -26.5% | +48.3% | -74.8% | -46.8% |
| 1Y | -46.5% | +42.9% | -89.4% | -60.0% |
| All | -46.5% | +42.7% | -89.2% | -60.0% |
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