+521.9%
MSTR vs CDNS
+1,225.5%
-703.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.6% |
| 7D | -14.2% | -0.1% | -14.1% | -14.2% |
| 30D | -19.9% | -5.5% | -14.4% | -16.8% |
| 3M | +27.3% | +0.5% | +26.8% | +26.3% |
| 6M | -37.6% | -9.6% | -28.0% | -34.4% |
| YTD | -19.5% | +5.3% | -24.8% | -25.1% |
| 1Y | -47.1% | +3.4% | -50.5% | -50.1% |
| 3Y | +140.3% | +25.9% | +114.4% | +90.3% |
| 5Y | +49.5% | +85.8% | -36.3% | -8.1% |
| 10Y | +521.9% | +1,199.9% | -678.0% | +114.5% |
| All | +521.9% | +1,225.5% | -703.7% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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