+1,167.7%
MSTR vs CPAY
+1,748.9%
-581.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.4% | -3.8% | -3.1% |
| 7D | -13.4% | +1.6% | -15.0% | -14.1% |
| 30D | -22.1% | +17.6% | -39.7% | -28.6% |
| 3M | +15.0% | +8.7% | +6.3% | +9.5% |
| 6M | -37.3% | +39.5% | -76.8% | -47.7% |
| YTD | -26.5% | +53.6% | -80.1% | -42.8% |
| 1Y | -46.5% | +63.3% | -109.7% | -59.9% |
| 3Y | +121.1% | +101.7% | +19.4% | +48.1% |
| 5Y | +37.5% | +91.4% | -53.9% | -2.0% |
| 10Y | +467.3% | +221.7% | +245.7% | +208.3% |
| All | +1,167.7% | +1,748.9% | -581.2% | +233.8% |
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