+690.7%
MSTR vs CCJ
+1,070.5%
-379.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.2% | -5.6% | -4.9% |
| 7D | +9.3% | +5.9% | +3.4% | +7.1% |
| 30D | +36.5% | +4.7% | +31.8% | +34.5% |
| 3M | +7.3% | -3.3% | +10.6% | +9.0% |
| 6M | +2.2% | -7.0% | +9.3% | +4.7% |
| YTD | -10.2% | +11.5% | -21.6% | -14.2% |
| 1Y | -58.6% | +32.3% | -90.9% | -64.0% |
| 3Y | +283.2% | +176.8% | +106.3% | +140.7% |
| 5Y | +113.8% | +351.8% | -238.0% | +14.0% |
| 10Y | +690.7% | +1,080.5% | -389.8% | +242.6% |
| All | +690.7% | +1,070.5% | -379.7% | +242.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling