+1,124.1%
MSTR vs CPB
-3.5%
+1,127.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.7% | -10.0% | -9.4% |
| 7D | -8.7% | +11.6% | -20.3% | -9.7% |
| 30D | -21.4% | +23.3% | -44.7% | -23.2% |
| 3M | +31.4% | +1.6% | +29.8% | +30.8% |
| 6M | -30.8% | +13.9% | -44.8% | -32.1% |
| YTD | -14.9% | -11.7% | -3.2% | -14.3% |
| 1Y | -49.3% | -18.2% | -31.1% | -48.5% |
| 3Y | +184.8% | -35.2% | +220.0% | +191.3% |
| 5Y | +62.1% | -30.5% | +92.7% | +61.6% |
| 10Y | +580.0% | -37.1% | +617.1% | +562.7% |
| All | +1,124.1% | -3.5% | +1,127.6% | +949.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling