+677.4%
MSTR vs XPO
+1,410.5%
-733.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.1% | +0.3% | -1.6% |
| 7D | +7.7% | -0.9% | +8.6% | +8.0% |
| 30D | +36.3% | -8.1% | +44.4% | +40.7% |
| 3M | +13.4% | -19.0% | +32.4% | +22.5% |
| 6M | -4.5% | -5.2% | +0.7% | -3.6% |
| YTD | -12.7% | +35.6% | -48.2% | -24.2% |
| 1Y | -59.6% | +41.1% | -100.7% | -65.9% |
| 3Y | +272.5% | +157.9% | +114.6% | +135.2% |
| 5Y | +107.1% | +265.6% | -158.5% | +8.0% |
| 10Y | +677.4% | +1,516.8% | -839.4% | +247.7% |
| All | +677.4% | +1,410.5% | -733.1% | +247.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling