+1,434.7%
MSTR vs XOP
+82.9%
+1,351.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.1% |
| 7D | +12.2% | +2.6% | +9.6% | +11.0% |
| 30D | +45.2% | +15.4% | +29.7% | +36.8% |
| 3M | +10.4% | +12.1% | -1.7% | +4.8% |
| 6M | -2.5% | +19.7% | -22.2% | -11.2% |
| YTD | -6.0% | +52.4% | -58.4% | -22.0% |
| 1Y | -56.4% | +47.6% | -104.0% | -63.5% |
| 3Y | +306.3% | +34.4% | +271.9% | +254.7% |
| 5Y | +100.5% | +154.4% | -53.9% | +41.4% |
| 10Y | +741.1% | +54.7% | +686.4% | +509.7% |
| All | +1,434.7% | +82.9% | +1,351.7% | +746.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling