+120.4%
MSTR vs CIEN
+465.8%
-345.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CIEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.9% |
| 7D | +12.2% | -15.2% | +27.3% | +19.6% |
| 30D | +45.2% | -21.5% | +66.6% | +59.1% |
| 3M | +10.4% | -40.1% | +50.5% | +34.1% |
| 6M | -2.5% | -6.6% | +4.1% | -11.8% |
| YTD | -6.0% | +37.3% | -43.3% | -33.3% |
| 1Y | -56.4% | +174.5% | -231.0% | -80.3% |
| 3Y | +306.3% | +562.3% | -256.0% | -15.0% |
| All | +120.4% | +465.8% | -345.5% | -44.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling