-42.3%
MSTR vs COP
+61.7%
-104.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -5.2% | +10.3% | +3.8% |
| 7D | -1.8% | -8.1% | +6.3% | -3.6% |
| 30D | -13.3% | +6.7% | -20.0% | -12.5% |
| 3M | +46.0% | +16.9% | +29.1% | +48.1% |
| 6M | -22.4% | +11.2% | -33.6% | -20.8% |
| YTD | -6.2% | +49.5% | -55.7% | -20.5% |
| 1Y | -42.3% | +60.7% | -103.0% | -54.1% |
| All | -42.3% | +61.7% | -104.0% | -54.1% |
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