+113.8%
MSTR vs CNC
+1.4%
+112.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.7% | -0.7% | -4.1% |
| 7D | +9.3% | -1.0% | +10.3% | +9.4% |
| 30D | +36.5% | -1.8% | +38.3% | +36.6% |
| 3M | +7.3% | -0.7% | +8.0% | +7.3% |
| 6M | +2.2% | +47.9% | -45.7% | -1.1% |
| YTD | -10.2% | +56.9% | -67.1% | -13.7% |
| 1Y | -58.6% | +123.9% | -182.5% | -61.9% |
| 3Y | +283.2% | -1.3% | +284.5% | +273.1% |
| 5Y | +113.8% | +2.8% | +111.0% | +115.6% |
| All | +113.8% | +1.4% | +112.3% | +115.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling