+2,776.1%
MSTR vs XPO
+10,316.6%
-7,540.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.5% | -5.9% | -2.3% |
| 7D | +12.2% | +2.4% | +9.8% | +11.6% |
| 30D | +45.2% | -3.5% | +48.7% | +46.1% |
| 3M | +10.4% | -11.9% | +22.3% | +12.8% |
| 6M | -2.5% | -10.0% | +7.5% | -0.9% |
| YTD | -6.0% | +42.1% | -48.1% | -12.8% |
| 1Y | -56.4% | +47.6% | -104.0% | -60.0% |
| 3Y | +306.3% | +153.6% | +152.7% | +233.0% |
| 5Y | +100.5% | +266.5% | -166.0% | +53.1% |
| 10Y | +741.1% | +1,460.4% | -719.4% | +431.5% |
| All | +2,776.1% | +10,316.6% | -7,540.4% | +1,303.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling