+1,521.8%
MSTR vs CPAY
+1,565.5%
-43.7%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.8% | -0.6% | -1.0% |
| 7D | +12.2% | +2.1% | +10.1% | +11.0% |
| 30D | +45.2% | +5.5% | +39.6% | +40.9% |
| 3M | +10.4% | +16.6% | -6.2% | +1.7% |
| 6M | -2.5% | +26.7% | -29.1% | -14.3% |
| YTD | -6.0% | +38.4% | -44.4% | -22.4% |
| 1Y | -56.4% | +30.1% | -86.5% | -63.2% |
| 3Y | +306.3% | +52.6% | +253.7% | +214.7% |
| 5Y | +100.5% | +59.0% | +41.5% | +55.8% |
| 10Y | +741.1% | +148.4% | +592.7% | +414.0% |
| All | +1,521.8% | +1,565.5% | -43.7% | +352.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling