-47.1%
MSTR vs CCJ
-19.9%
-27.2%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.0% | -0.9% | -0.1% |
| 7D | -14.2% | +3.7% | -17.8% | -16.1% |
| 30D | -19.9% | -13.7% | -6.2% | -12.3% |
| 3M | +27.3% | -24.7% | +52.1% | +51.0% |
| 6M | -37.6% | -38.1% | +0.6% | -18.6% |
| YTD | -19.5% | -18.8% | -0.7% | -12.5% |
| 1Y | -47.1% | -19.5% | -27.6% | -42.5% |
| All | -47.1% | -19.9% | -27.2% | -42.5% |
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