-56.4%
MSTR vs CHD
+7.1%
-63.5%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +12.2% | -2.7% | +14.8% | +11.6% |
| 30D | +45.2% | -4.6% | +49.8% | +44.0% |
| 3M | +10.4% | +5.0% | +5.4% | +11.1% |
| 6M | -2.5% | -3.2% | +0.7% | -1.2% |
| YTD | -6.0% | +18.6% | -24.7% | -8.7% |
| 1Y | -56.4% | +4.8% | -61.2% | -55.4% |
| All | -56.4% | +7.1% | -63.5% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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