+40.9%
MSTR vs COR
+193.1%
-152.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.1% | -6.3% | -6.5% |
| 7D | -11.5% | +2.9% | -14.4% | -11.8% |
| 30D | -24.8% | +5.8% | -30.7% | -25.1% |
| 3M | +20.6% | +11.4% | +9.2% | +19.5% |
| 6M | -38.0% | +34.5% | -72.4% | -40.0% |
| YTD | -24.7% | +4.1% | -28.8% | -24.7% |
| 1Y | -49.1% | -3.1% | -45.9% | -48.5% |
| 3Y | +124.7% | +80.9% | +43.8% | +63.7% |
| 5Y | +40.9% | +195.1% | -154.2% | -26.0% |
| All | +40.9% | +193.1% | -152.1% | -26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling