+113.8%
MSTR vs COR
+180.8%
-67.0%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.9% | -2.5% | -4.2% |
| 7D | +9.3% | -1.9% | +11.2% | +9.5% |
| 30D | +36.5% | +1.5% | +35.0% | +36.3% |
| 3M | +7.3% | +18.7% | -11.4% | +4.8% |
| 6M | +2.2% | -9.0% | +11.3% | +3.8% |
| YTD | -10.2% | -3.3% | -6.9% | -9.6% |
| 1Y | -58.6% | +9.8% | -68.5% | -59.9% |
| 3Y | +283.2% | +87.4% | +195.8% | +152.2% |
| 5Y | +113.8% | +180.5% | -66.7% | +7.6% |
| All | +113.8% | +180.8% | -67.0% | +7.6% |
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