+121.1%
MSTR vs CIEN
+538.9%
-417.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.6% | +2.1% | -1.1% |
| 7D | -13.4% | +15.3% | -28.7% | -17.4% |
| 30D | -22.1% | -22.0% | -0.1% | -16.7% |
| 3M | +15.0% | -36.6% | +51.6% | +29.2% |
| 6M | -37.3% | -51.5% | +14.2% | -25.0% |
| YTD | -26.5% | +20.0% | -46.5% | -41.6% |
| 1Y | -46.5% | +44.5% | -90.9% | -61.4% |
| 3Y | +121.1% | +539.0% | -418.0% | -28.2% |
| All | +121.1% | +538.9% | -417.8% | -28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling