+202.7%
MSTR vs CORZ
+237.5%
-34.8%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.7% | -9.1% | -6.4% |
| 7D | +9.3% | +16.6% | -7.2% | +2.4% |
| 30D | +36.5% | -10.9% | +47.4% | +42.6% |
| 3M | +7.3% | -31.0% | +38.3% | +21.1% |
| 6M | +2.2% | +26.0% | -23.8% | -14.8% |
| YTD | -10.2% | +28.6% | -38.8% | -25.3% |
| 1Y | -58.6% | +34.5% | -93.1% | -66.7% |
| All | +202.7% | +237.5% | -34.8% | -0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling