+113.8%
MSTR vs CLBK
+43.5%
+70.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.1% |
| 7D | +9.3% | +1.1% | +8.2% | +8.8% |
| 30D | +36.5% | +7.8% | +28.7% | +31.4% |
| 3M | +7.3% | +23.9% | -16.5% | -4.0% |
| 6M | +2.2% | +42.3% | -40.1% | -14.7% |
| YTD | -10.2% | +65.4% | -75.5% | -30.4% |
| 1Y | -58.6% | +70.3% | -128.9% | -68.5% |
| 3Y | +283.2% | +54.5% | +228.7% | +205.0% |
| 5Y | +113.8% | +43.1% | +70.7% | +67.0% |
| All | +113.8% | +43.5% | +70.3% | +67.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling