+308.9%
MSTR vs COO
-23.4%
+332.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.8% |
| 7D | +12.2% | -2.2% | +14.4% | +13.2% |
| 30D | +45.2% | -7.0% | +52.2% | +49.1% |
| 3M | +10.4% | +12.2% | -1.8% | +3.0% |
| 6M | -2.5% | -15.1% | +12.6% | +4.7% |
| YTD | -6.0% | -15.1% | +9.1% | +1.0% |
| 1Y | -56.4% | +2.3% | -58.7% | -57.7% |
| All | +308.9% | -23.4% | +332.3% | +358.6% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 3y: compounded portfolio wealth divided by compounded COO 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…
3y analysis · Full analysis span regression · 6 months rolling