-56.4%
MSTR vs COP
+46.5%
-102.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.1% | -0.3% | -1.5% |
| 7D | +12.2% | +3.0% | +9.2% | +12.3% |
| 30D | +45.2% | +17.5% | +27.7% | +46.2% |
| 3M | +10.4% | +13.4% | -3.0% | +11.4% |
| 6M | -2.5% | +17.7% | -20.2% | -5.5% |
| YTD | -6.0% | +46.6% | -52.6% | -16.7% |
| 1Y | -56.4% | +44.6% | -101.0% | -62.7% |
| All | -56.4% | +46.5% | -102.9% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 1y: compounded portfolio wealth divided by compounded COP 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…
1y analysis · Full analysis span regression · 6 months rolling