-56.4%
MSTR vs XPO
+53.4%
-109.8%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.5% | -5.9% | -2.5% |
| 7D | +12.2% | +2.4% | +9.8% | +11.6% |
| 30D | +45.2% | -3.5% | +48.7% | +46.4% |
| 3M | +10.4% | -11.9% | +22.3% | +13.6% |
| 6M | -2.5% | -10.0% | +7.5% | -1.5% |
| YTD | -6.0% | +42.1% | -48.1% | -8.3% |
| 1Y | -56.4% | +47.6% | -104.0% | -56.1% |
| All | -56.4% | +53.4% | -109.8% | -56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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