-56.4%
MSTR vs CNC
+129.2%
-185.6%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.4% |
| 7D | +12.2% | +3.5% | +8.6% | +12.3% |
| 30D | +45.2% | +0.1% | +45.1% | +45.3% |
| 3M | +10.4% | +6.9% | +3.5% | +10.6% |
| 6M | -2.5% | +49.0% | -51.5% | 0.0% |
| YTD | -6.0% | +62.9% | -68.9% | -3.9% |
| 1Y | -56.4% | +134.0% | -190.4% | -54.6% |
| All | -56.4% | +129.2% | -185.6% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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