+107.1%
MSTR vs CDE
+198.6%
-91.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.6% | -4.4% | -3.4% |
| 7D | +7.7% | -2.0% | +9.7% | +8.6% |
| 30D | +36.3% | +15.7% | +20.6% | +29.7% |
| 3M | +13.4% | +30.5% | -17.1% | +2.8% |
| 6M | -4.5% | -7.4% | +2.9% | -3.6% |
| YTD | -12.7% | +17.9% | -30.6% | -20.4% |
| 1Y | -59.6% | +46.7% | -106.3% | -67.2% |
| 3Y | +272.5% | +851.3% | -578.8% | +27.5% |
| 5Y | +107.1% | +202.9% | -95.8% | +4.9% |
| All | +107.1% | +198.6% | -91.5% | +4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling