+1,252.0%
MSTR vs CPB
-11.9%
+1,263.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -1.0% |
| 7D | +12.2% | -8.6% | +20.8% | +13.1% |
| 30D | +45.2% | -7.2% | +52.4% | +46.2% |
| 3M | +10.4% | +0.9% | +9.5% | +10.0% |
| 6M | -2.5% | -11.8% | +9.3% | -1.5% |
| YTD | -6.0% | -19.4% | +13.4% | -4.2% |
| 1Y | -56.4% | -30.4% | -26.0% | -54.8% |
| 3Y | +306.3% | -40.2% | +346.4% | +319.2% |
| 5Y | +100.5% | -39.5% | +140.0% | +103.9% |
| 10Y | +741.1% | -47.4% | +788.5% | +747.7% |
| All | +1,252.0% | -11.9% | +1,263.9% | +1,072.4% |
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