-49.1%
MSTR vs XPO
+36.4%
-85.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.2% | -6.3% | -6.4% |
| 7D | -11.5% | +6.9% | -18.4% | -13.2% |
| 30D | -24.8% | +4.1% | -28.9% | -25.7% |
| 3M | +20.6% | -9.7% | +30.4% | +24.2% |
| 6M | -38.0% | -3.8% | -34.2% | -37.6% |
| YTD | -24.7% | +38.8% | -63.5% | -24.9% |
| 1Y | -49.1% | +34.2% | -83.3% | -48.6% |
| All | -49.1% | +36.4% | -85.5% | -48.6% |
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