+49.9%
MSTR vs XOP
+76.5%
-26.6%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.2% |
| 7D | -1.2% | -14.7% | +13.5% | +8.6% |
| 30D | -15.9% | -7.7% | -8.2% | -12.7% |
| 3M | +33.1% | +4.4% | +28.7% | +26.0% |
| 6M | -31.0% | +3.5% | -34.5% | -35.4% |
| YTD | -15.1% | +39.4% | -54.6% | -37.8% |
| 1Y | -45.6% | +39.8% | -85.4% | -60.4% |
| 3Y | +180.5% | +29.7% | +150.9% | +113.5% |
| All | +49.9% | +76.5% | -26.6% | -10.7% |
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 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