-42.3%
MSTR vs CORZ
-41.7%
-0.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -10.4% | +15.5% | +9.4% |
| 7D | -1.8% | -14.9% | +13.1% | +4.2% |
| 30D | -13.3% | -23.1% | +9.8% | -4.2% |
| 3M | +46.0% | -44.1% | +90.0% | +81.5% |
| 6M | -22.4% | -39.5% | +17.1% | -14.6% |
| YTD | -6.2% | -12.4% | +6.2% | -19.9% |
| 1Y | -42.3% | -41.3% | -1.0% | -38.2% |
| All | -42.3% | -41.7% | -0.6% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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