+48.3%
MSTR vs CI
+53.6%
-5.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.5% | -6.1% | -4.2% |
| 7D | -10.7% | +2.6% | -13.3% | -11.2% |
| 30D | -21.6% | +7.3% | -28.9% | -22.9% |
| 3M | +24.4% | +9.5% | +14.9% | +21.4% |
| 6M | -35.5% | +6.4% | -41.9% | -36.8% |
| YTD | -20.3% | +12.0% | -32.3% | -23.3% |
| 1Y | -49.3% | +20.1% | -69.4% | -52.3% |
| 3Y | +137.8% | +9.6% | +128.2% | +120.2% |
| 5Y | +48.3% | +52.7% | -4.4% | +8.4% |
| All | +48.3% | +53.6% | -5.3% | +8.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 5y: compounded portfolio wealth divided by compounded CI 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…
5y analysis · Full analysis span regression · 6 months rolling