-2.5%
MSTR vs CEG
-7.3%
+4.8%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.9% | -6.3% | -2.8% |
| 7D | +12.2% | +8.0% | +4.1% | +9.2% |
| 30D | +45.2% | +12.9% | +32.2% | +39.6% |
| 3M | +10.4% | +13.2% | -2.8% | +5.7% |
| 6M | -2.5% | -7.0% | +4.5% | -4.3% |
| All | -2.5% | -7.3% | +4.8% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CEG.
Daily Out/Under-Performance
Portfolio return minus CEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CEG 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 6mo: compounded portfolio wealth divided by compounded CEG 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…
6mo analysis · Full analysis span regression · 6 months rolling