-59.6%
MSTR vs CORZ
+23.8%
-83.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.6% | -1.5% |
| 7D | +7.7% | +7.6% | +0.1% | +4.8% |
| 30D | +36.3% | -6.9% | +43.3% | +39.4% |
| 3M | +13.4% | -33.0% | +46.4% | +30.1% |
| 6M | -4.5% | +19.3% | -23.8% | -25.0% |
| YTD | -12.7% | +24.2% | -36.9% | -32.5% |
| 1Y | -59.6% | +24.5% | -84.1% | -68.3% |
| All | -59.6% | +23.8% | -83.4% | -68.3% |
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