+1,058.3%
MSTR vs CHD
+6,104.2%
-5,045.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.8% | +1.0% |
| 7D | -14.2% | 0.0% | -14.2% | -14.2% |
| 30D | -19.9% | +12.2% | -32.0% | -22.1% |
| 3M | +27.3% | +9.3% | +18.0% | +24.4% |
| 6M | -37.6% | +24.3% | -61.8% | -41.1% |
| YTD | -19.5% | +34.9% | -54.3% | -25.7% |
| 1Y | -47.1% | +32.7% | -79.8% | -51.1% |
| 3Y | +140.3% | +29.4% | +110.9% | +118.4% |
| 5Y | +49.5% | +31.7% | +17.8% | +33.9% |
| 10Y | +521.9% | +191.7% | +330.2% | +325.3% |
| All | +1,058.3% | +6,104.2% | -5,045.8% | +267.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling