+2,429.5%
MSTR vs XPO
+10,043.1%
-7,613.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +6.3% | -8.9% | -3.8% |
| 7D | -4.0% | -1.9% | -2.0% | -3.6% |
| 30D | -18.6% | +2.5% | -21.1% | -19.1% |
| 3M | +25.6% | -7.2% | +32.8% | +27.1% |
| 6M | -33.1% | -8.1% | -25.0% | -32.2% |
| YTD | -17.3% | +38.3% | -55.7% | -23.0% |
| 1Y | -48.1% | +33.6% | -81.7% | -51.4% |
| 3Y | +154.2% | +133.1% | +21.1% | +111.8% |
| 5Y | +46.2% | +308.9% | -262.7% | +10.3% |
| 10Y | +554.5% | +1,371.8% | -817.2% | +317.1% |
| All | +2,429.5% | +10,043.1% | -7,613.6% | +1,139.6% |
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 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