+659.5%
MSTR vs CNC
+99.9%
+559.6%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.7% |
| 7D | -8.3% | -0.9% | -7.4% | -8.2% |
| 30D | +38.1% | -1.0% | +39.1% | +38.2% |
| 3M | +9.0% | +4.5% | +4.5% | +8.1% |
| 6M | -5.3% | +85.2% | -90.5% | -13.9% |
| YTD | -13.8% | +61.4% | -75.2% | -20.4% |
| 1Y | -59.8% | +94.9% | -154.7% | -64.2% |
| 3Y | +282.2% | 0.0% | +282.2% | +264.7% |
| 5Y | +112.8% | +11.2% | +101.6% | +101.1% |
| All | +659.5% | +99.9% | +559.6% | +584.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling