+1,252.0%
MSTR vs CCJ
+3,186.7%
-1,934.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.1% | -1.5% | -1.4% |
| 7D | +12.2% | +0.7% | +11.4% | +12.1% |
| 30D | +45.2% | +6.9% | +38.3% | +42.8% |
| 3M | +10.4% | -11.6% | +22.0% | +14.8% |
| 6M | -2.5% | -16.2% | +13.7% | +2.5% |
| YTD | -6.0% | +10.1% | -16.1% | -8.7% |
| 1Y | -56.4% | +32.3% | -88.7% | -60.6% |
| 3Y | +306.3% | +171.3% | +135.0% | +193.3% |
| 5Y | +100.5% | +372.4% | -271.9% | +26.8% |
| 10Y | +741.1% | +1,070.0% | -328.9% | +297.9% |
| All | +1,252.0% | +3,186.7% | -1,934.8% | +426.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling