-46.5%
MSTR vs CDW
+19.9%
-66.4%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.8% | -2.3% |
| 7D | -13.4% | +9.3% | -22.8% | -15.2% |
| 30D | -22.1% | +14.4% | -36.4% | -24.0% |
| 3M | +15.0% | +21.4% | -6.5% | +11.0% |
| 6M | -37.3% | +72.8% | -110.1% | -41.7% |
| YTD | -26.5% | +28.0% | -54.6% | -28.0% |
| 1Y | -46.5% | +19.3% | -65.8% | -45.7% |
| All | -46.5% | +19.9% | -66.4% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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