+1,289.6%
MSTR vs CPAY
+1,747.8%
-458.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +0.8% |
| 7D | -14.2% | +10.4% | -24.5% | -18.8% |
| 30D | -19.9% | +16.2% | -36.0% | -26.1% |
| 3M | +27.3% | +13.7% | +13.6% | +18.5% |
| 6M | -37.6% | +35.2% | -72.8% | -47.1% |
| YTD | -19.5% | +53.5% | -73.0% | -37.3% |
| 1Y | -47.1% | +58.9% | -106.0% | -59.7% |
| 3Y | +140.3% | +99.8% | +40.5% | +61.7% |
| 5Y | +49.5% | +93.3% | -43.7% | +6.2% |
| 10Y | +521.9% | +221.5% | +300.4% | +238.0% |
| All | +1,289.6% | +1,747.8% | -458.2% | +265.9% |
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