+107.1%
MSTR vs CPAY
+54.3%
+52.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.2% | -2.6% | -2.6% |
| 7D | +7.7% | -2.5% | +10.2% | +10.1% |
| 30D | +36.3% | +1.3% | +35.0% | +34.7% |
| 3M | +13.4% | +13.5% | -0.1% | +1.6% |
| 6M | -4.5% | +24.7% | -29.2% | -21.8% |
| YTD | -12.7% | +34.9% | -47.6% | -35.5% |
| 1Y | -59.6% | +29.7% | -89.3% | -69.6% |
| 3Y | +272.5% | +49.4% | +223.1% | +124.5% |
| 5Y | +107.1% | +53.5% | +53.7% | +25.4% |
| All | +107.1% | +54.3% | +52.8% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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