+690.7%
MSTR vs CIEN
+1,400.2%
-709.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +6.3% | -10.7% | -6.8% |
| 7D | +9.3% | -5.3% | +14.6% | +10.4% |
| 30D | +36.5% | -17.2% | +53.7% | +44.4% |
| 3M | +7.3% | -26.9% | +34.2% | +16.8% |
| 6M | +2.2% | +16.0% | -13.8% | -12.4% |
| YTD | -10.2% | +45.9% | -56.1% | -31.8% |
| 1Y | -58.6% | +186.8% | -245.4% | -77.1% |
| 3Y | +283.2% | +607.8% | -324.6% | +31.4% |
| 5Y | +113.8% | +506.7% | -393.0% | -21.2% |
| 10Y | +690.7% | +1,438.7% | -748.0% | +139.8% |
| All | +690.7% | +1,400.2% | -709.4% | +139.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CIEN.
Daily Out/Under-Performance
Portfolio return minus CIEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CIEN 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 10y: compounded portfolio wealth divided by compounded CIEN 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…
10y analysis · Full analysis span regression · 6 months rolling