+40.9%
MSTR vs CBRE
+25.7%
+15.2%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.5% | -5.0% | -5.1% |
| 7D | -11.5% | -2.8% | -8.7% | -9.2% |
| 30D | -24.8% | +2.2% | -27.0% | -26.5% |
| 3M | +20.6% | -10.1% | +30.7% | +32.5% |
| 6M | -38.0% | -8.0% | -30.0% | -34.7% |
| YTD | -24.7% | -17.6% | -7.1% | -13.4% |
| 1Y | -49.1% | -14.7% | -34.4% | -43.7% |
| 3Y | +124.7% | +80.4% | +44.3% | +2.5% |
| 5Y | +40.9% | +25.9% | +15.1% | -12.2% |
| All | +40.9% | +25.7% | +15.2% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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