-60.6%
MSTR vs CDE
+40.3%
-101.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.1% | 0.0% | -2.0% |
| 7D | -11.2% | -6.1% | -5.2% | -9.2% |
| 30D | +33.8% | +9.5% | +24.3% | +30.2% |
| 3M | +11.5% | +32.0% | -20.5% | +1.8% |
| 6M | -7.2% | -12.8% | +5.6% | -6.5% |
| YTD | -15.4% | +14.2% | -29.6% | -20.0% |
| 1Y | -60.6% | +36.3% | -96.9% | -64.1% |
| All | -60.6% | +40.3% | -101.0% | -64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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