+120.4%
MSTR vs CPB
-39.5%
+159.9%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -2.2% |
| 7D | +12.2% | -8.6% | +20.8% | +10.0% |
| 30D | +45.2% | -7.2% | +52.4% | +42.7% |
| 3M | +10.4% | +0.9% | +9.5% | +11.2% |
| 6M | -2.5% | -11.8% | +9.3% | -5.0% |
| YTD | -6.0% | -19.4% | +13.4% | -10.1% |
| 1Y | -56.4% | -30.4% | -26.0% | -59.8% |
| 3Y | +306.3% | -40.2% | +346.4% | +250.5% |
| All | +120.4% | -39.5% | +159.9% | +115.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling