-58.6%
MSTR vs XPO
+45.2%
-103.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.8% | -4.0% |
| 7D | +9.3% | +2.7% | +6.6% | +8.5% |
| 30D | +36.5% | -6.2% | +42.7% | +38.7% |
| 3M | +7.3% | -15.4% | +22.7% | +11.6% |
| 6M | +2.2% | +0.7% | +1.5% | +0.8% |
| YTD | -10.2% | +39.8% | -50.0% | -12.1% |
| 1Y | -58.6% | +43.3% | -101.9% | -58.2% |
| All | -58.6% | +45.2% | -103.9% | -58.2% |
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