+120.4%
MSTR vs XOP
+156.6%
-36.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -0.8% |
| 7D | +12.2% | +2.6% | +9.6% | +10.2% |
| 30D | +45.2% | +15.4% | +29.7% | +31.4% |
| 3M | +10.4% | +12.1% | -1.7% | +1.0% |
| 6M | -2.5% | +19.7% | -22.2% | -17.6% |
| YTD | -6.0% | +52.4% | -58.4% | -33.3% |
| 1Y | -56.4% | +47.6% | -104.0% | -68.6% |
| 3Y | +306.3% | +34.4% | +271.9% | +209.1% |
| All | +120.4% | +156.6% | -36.3% | +10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling