+659.5%
MSTR vs CNI
+138.2%
+521.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.2% |
| 7D | -8.3% | -0.4% | -7.9% | -8.0% |
| 30D | +38.1% | -2.7% | +40.8% | +41.2% |
| 3M | +9.0% | +3.9% | +5.1% | +5.2% |
| 6M | -5.3% | +16.4% | -21.7% | -16.6% |
| YTD | -13.8% | +25.8% | -39.6% | -29.2% |
| 1Y | -59.8% | +32.4% | -92.2% | -68.5% |
| 3Y | +282.2% | +19.1% | +263.1% | +228.8% |
| 5Y | +112.8% | +13.6% | +99.2% | +97.3% |
| All | +659.5% | +138.2% | +521.3% | +438.5% |
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