+985.8%
MSTR vs CLBK
+67.9%
+917.9%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | +12.2% | +1.2% | +11.0% | +11.6% |
| 30D | +45.2% | +9.1% | +36.0% | +38.8% |
| 3M | +10.4% | +27.7% | -17.3% | -2.9% |
| 6M | -2.5% | +40.8% | -43.3% | -18.3% |
| YTD | -6.0% | +66.4% | -72.4% | -27.6% |
| 1Y | -56.4% | +72.4% | -128.8% | -67.2% |
| 3Y | +306.3% | +50.7% | +255.6% | +224.4% |
| 5Y | +100.5% | +42.9% | +57.6% | +56.7% |
| All | +985.8% | +67.9% | +917.9% | +669.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling