-42.3%
MSTR vs CLBK
+65.7%
-108.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.9% | +4.2% | +4.8% |
| 7D | -1.8% | +4.6% | -6.4% | -3.6% |
| 30D | -13.3% | -1.5% | -11.8% | -12.7% |
| 3M | +46.0% | +4.4% | +41.6% | +42.8% |
| 6M | -22.4% | +31.7% | -54.1% | -33.3% |
| YTD | -6.2% | +58.7% | -64.9% | -23.3% |
| 1Y | -42.3% | +64.9% | -107.2% | -55.8% |
| All | -42.3% | +65.7% | -108.0% | -55.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 1y: compounded portfolio wealth divided by compounded CLBK 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…
1y analysis · Full analysis span regression · 6 months rolling