+115.6%
MSTR vs CNI
+11.9%
+103.7%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.7% | -2.0% | -2.0% |
| 7D | +7.7% | +0.9% | +6.9% | +7.0% |
| 30D | +36.3% | -2.1% | +38.5% | +39.6% |
| 3M | +13.4% | +1.8% | +11.6% | +10.0% |
| 6M | -4.5% | +14.8% | -19.3% | -19.7% |
| YTD | -12.7% | +25.4% | -38.1% | -34.9% |
| 1Y | -59.6% | +32.9% | -92.5% | -72.2% |
| 3Y | +272.5% | +20.2% | +252.3% | +182.5% |
| All | +115.6% | +11.9% | +103.7% | +83.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling