+479.4%
MSTR vs CNQ
+5,463.2%
-4,983.8%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.8% |
| 7D | -11.2% | -0.7% | -10.6% | -11.1% |
| 30D | +33.8% | +6.7% | +27.1% | +31.4% |
| 3M | +11.5% | +12.8% | -1.3% | +7.3% |
| 6M | -7.2% | +13.3% | -20.5% | -11.6% |
| YTD | -15.4% | +53.1% | -68.4% | -26.0% |
| 1Y | -60.6% | +66.1% | -126.7% | -66.4% |
| 3Y | +260.8% | +75.4% | +185.4% | +203.1% |
| 5Y | +108.8% | +288.1% | -179.3% | +44.8% |
| 10Y | +653.1% | +423.6% | +229.5% | +335.9% |
| All | +479.4% | +5,463.2% | -4,983.8% | +187.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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