+103.6%
CSCO vs MSTR
+50.6%
+53.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.6% | +2.6% |
| 7D | -2.8% | -14.2% | +11.4% | -1.6% |
| 30D | -12.6% | -19.9% | +7.2% | -11.3% |
| 3M | -16.0% | +27.3% | -43.3% | -17.9% |
| 6M | +2.8% | -37.6% | +40.4% | +5.3% |
| YTD | +33.2% | -19.5% | +52.7% | +32.8% |
| 1Y | +43.1% | -47.1% | +90.2% | +46.6% |
| 3Y | +106.7% | +140.3% | -33.6% | +75.8% |
| 5Y | +103.6% | +49.5% | +54.1% | +72.1% |
| All | +103.6% | +50.6% | +53.0% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 MSTR 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