+1,252.0%
MSTR vs COO
+1,336.0%
-84.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.5% | +0.1% | -0.9% |
| 7D | +12.2% | -2.2% | +14.4% | +13.1% |
| 30D | +45.2% | -7.0% | +52.2% | +48.5% |
| 3M | +10.4% | +12.2% | -1.8% | +4.9% |
| 6M | -2.5% | -15.1% | +12.6% | +2.0% |
| YTD | -6.0% | -15.1% | +9.1% | -1.5% |
| 1Y | -56.4% | +2.3% | -58.7% | -57.4% |
| 3Y | +306.3% | -23.7% | +330.0% | +333.9% |
| 5Y | +100.5% | -38.9% | +139.4% | +135.4% |
| 10Y | +741.1% | +49.9% | +691.2% | +660.0% |
| All | +1,252.0% | +1,336.0% | -84.1% | +514.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling