-60.6%
MSTR vs CAH
+58.4%
-119.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.7% | -1.5% | -3.7% |
| 7D | -11.2% | -5.1% | -6.2% | -12.9% |
| 30D | +33.8% | -1.8% | +35.6% | +33.3% |
| 3M | +11.5% | +9.4% | +2.1% | +15.3% |
| 6M | -7.2% | +9.2% | -16.4% | -3.9% |
| YTD | -15.4% | +15.7% | -31.1% | -9.8% |
| 1Y | -60.6% | +59.7% | -120.4% | -58.0% |
| All | -60.6% | +58.4% | -119.0% | -58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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