+3,275.9%
MSTR vs CNC
+5,537.6%
-2,261.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.4% | 0.0% | -1.1% |
| 7D | +12.2% | +3.5% | +8.6% | +11.4% |
| 30D | +45.2% | +0.1% | +45.1% | +44.9% |
| 3M | +10.4% | +6.9% | +3.5% | +8.6% |
| 6M | -2.5% | +49.0% | -51.5% | -11.0% |
| YTD | -6.0% | +62.9% | -68.9% | -16.1% |
| 1Y | -56.4% | +134.0% | -190.4% | -64.1% |
| 3Y | +306.3% | +9.4% | +296.9% | +267.6% |
| 5Y | +100.5% | +4.1% | +96.3% | +84.1% |
| 10Y | +741.1% | +95.4% | +645.7% | +537.1% |
| All | +3,275.9% | +5,537.6% | -2,261.7% | +1,072.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling