+554.5%
MSTR vs CIEN
+1,252.1%
-697.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +10.7% | -13.2% | -6.6% |
| 7D | -4.0% | -5.3% | +1.3% | -2.9% |
| 30D | -18.6% | -40.1% | +21.5% | -3.0% |
| 3M | +25.6% | -34.7% | +60.3% | +41.5% |
| 6M | -33.1% | -50.9% | +17.8% | -18.4% |
| YTD | -17.3% | +15.2% | -32.5% | -33.4% |
| 1Y | -48.1% | +35.2% | -83.3% | -61.5% |
| 3Y | +154.2% | +522.6% | -368.4% | -12.4% |
| 5Y | +46.2% | +344.2% | -298.0% | -42.0% |
| 10Y | +554.5% | +1,188.7% | -634.1% | +106.7% |
| All | +554.5% | +1,252.1% | -697.5% | +106.7% |
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