+554.5%
MSTR vs XPO
+1,421.2%
-866.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.3% | -8.9% | -5.1% |
| 7D | -4.0% | -1.9% | -2.0% | -3.3% |
| 30D | -18.6% | +2.5% | -21.1% | -19.6% |
| 3M | +25.6% | -7.2% | +32.8% | +28.7% |
| 6M | -33.1% | -8.1% | -25.0% | -31.5% |
| YTD | -17.3% | +38.3% | -55.7% | -29.2% |
| 1Y | -48.1% | +33.6% | -81.7% | -55.1% |
| 3Y | +154.2% | +133.1% | +21.1% | +66.5% |
| 5Y | +46.2% | +308.9% | -262.7% | -27.0% |
| 10Y | +554.5% | +1,371.8% | -817.2% | +164.3% |
| All | +554.5% | +1,421.2% | -866.7% | +164.3% |
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