+113.8%
MSTR vs XPO
+271.9%
-158.2%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.6% | -2.8% | -3.5% |
| 7D | +9.3% | +2.7% | +6.6% | +7.6% |
| 30D | +36.5% | -6.2% | +42.7% | +41.0% |
| 3M | +7.3% | -15.4% | +22.7% | +16.5% |
| 6M | +2.2% | +0.7% | +1.5% | -0.3% |
| YTD | -10.2% | +39.8% | -50.0% | -28.6% |
| 1Y | -58.6% | +43.3% | -101.9% | -68.3% |
| 3Y | +283.2% | +166.0% | +117.1% | +70.4% |
| 5Y | +113.8% | +274.2% | -160.4% | -40.2% |
| All | +113.8% | +271.9% | -158.2% | -40.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling