-42.3%
MSTR vs CCJ
-26.2%
-16.1%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.2% | +6.3% | +5.8% |
| 7D | -1.8% | -14.5% | +12.7% | +8.0% |
| 30D | -13.3% | -18.1% | +4.7% | -2.0% |
| 3M | +46.0% | -23.0% | +69.0% | +71.7% |
| 6M | -22.4% | -39.4% | +16.9% | +2.6% |
| YTD | -6.2% | -21.7% | +15.5% | +3.8% |
| 1Y | -42.3% | -25.9% | -16.4% | -34.2% |
| All | -42.3% | -26.2% | -16.1% | -34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CCJ.
Daily Out/Under-Performance
Portfolio return minus CCJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCJ 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 CCJ 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