-45.6%
MSTR vs COR
-4.6%
-41.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.5% | -0.4% |
| 7D | -1.2% | +0.8% | -2.0% | -0.9% |
| 30D | -15.9% | +5.1% | -21.1% | -15.2% |
| 3M | +33.1% | +2.8% | +30.3% | +33.8% |
| 6M | -31.0% | +32.5% | -63.5% | -28.7% |
| YTD | -15.1% | -0.7% | -14.5% | -8.0% |
| 1Y | -45.6% | -6.7% | -38.9% | -44.7% |
| All | -45.6% | -4.6% | -41.1% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COR.
Daily Out/Under-Performance
Portfolio return minus COR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COR 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 COR 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