-56.4%
MSTR vs CRM
+8.9%
-65.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.0% | +0.6% | -0.5% |
| 7D | +12.2% | +1.3% | +10.9% | +11.8% |
| 30D | +45.2% | +34.3% | +10.8% | +28.5% |
| 3M | +10.4% | +37.7% | -27.3% | -3.5% |
| 6M | -2.5% | +34.9% | -37.4% | -14.8% |
| YTD | -6.0% | -1.6% | -4.4% | -8.2% |
| 1Y | -56.4% | +7.1% | -63.5% | -58.2% |
| All | -56.4% | +8.9% | -65.3% | -58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 CRM 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