-45.1%
MSTR vs CORZ
-10.5%
-34.6%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -1.3% | -5.2% | -6.0% |
| 7D | -11.5% | +26.4% | -37.9% | -20.0% |
| 30D | -24.8% | -6.8% | -18.0% | -23.6% |
| 3M | +20.6% | -31.1% | +51.7% | +37.4% |
| 6M | -38.0% | -36.9% | -1.1% | -31.4% |
| YTD | -24.7% | -1.2% | -23.5% | -40.0% |
| All | -45.1% | -10.5% | -34.6% | -55.0% |
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