-49.3%
MSTR vs CPB
-21.8%
-27.5%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.9% |
| 7D | -10.7% | +2.9% | -13.6% | -10.2% |
| 30D | -21.6% | +17.6% | -39.2% | -18.3% |
| 3M | +24.4% | +2.0% | +22.3% | +25.4% |
| 6M | -35.5% | +11.6% | -47.1% | -32.7% |
| YTD | -20.3% | -13.8% | -6.6% | -22.7% |
| 1Y | -49.3% | -21.6% | -27.8% | -53.5% |
| All | -49.3% | -21.8% | -27.5% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 1y: compounded portfolio wealth divided by compounded CPB 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…
1y analysis · Full analysis span regression · 6 months rolling