+1,252.0%
MSTR vs CAH
+1,310.1%
-58.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | +12.2% | +5.4% | +6.8% | +10.3% |
| 30D | +45.2% | +3.3% | +41.8% | +43.4% |
| 3M | +10.4% | +22.8% | -12.4% | +2.5% |
| 6M | -2.5% | +11.3% | -13.7% | -6.7% |
| YTD | -6.0% | +21.1% | -27.2% | -13.5% |
| 1Y | -56.4% | +67.2% | -123.6% | -64.5% |
| 3Y | +306.3% | +195.6% | +110.7% | +164.3% |
| 5Y | +100.5% | +413.8% | -313.4% | +8.4% |
| 10Y | +741.1% | +309.6% | +431.5% | +347.9% |
| All | +1,252.0% | +1,310.1% | -58.1% | +360.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling