+481.0%
MSTR vs CNI
+140.9%
+340.1%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -2.1% |
| 7D | -13.4% | +2.5% | -15.9% | -15.0% |
| 30D | -22.1% | +6.1% | -28.2% | -25.4% |
| 3M | +15.0% | +0.1% | +14.8% | +14.7% |
| 6M | -37.3% | +14.9% | -52.2% | -44.2% |
| YTD | -26.5% | +30.9% | -57.4% | -41.8% |
| 1Y | -46.5% | +33.9% | -80.4% | -58.5% |
| 3Y | +121.1% | +20.2% | +100.9% | +87.9% |
| 5Y | +37.5% | +8.2% | +29.3% | +28.8% |
| All | +481.0% | +140.9% | +340.1% | +286.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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