+216.6%
MSTR vs CORZ
+222.3%
-5.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | +12.2% | +8.4% | +3.8% | +8.6% |
| 30D | +45.2% | -17.8% | +63.0% | +57.3% |
| 3M | +10.4% | -35.9% | +46.3% | +28.9% |
| 6M | -2.5% | +12.9% | -15.4% | -14.5% |
| YTD | -6.0% | +22.9% | -28.9% | -20.2% |
| 1Y | -56.4% | +31.4% | -87.8% | -64.5% |
| All | +216.6% | +222.3% | -5.7% | +6.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling