-59.8%
MSTR vs CRM
+2.5%
-62.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.9% | -0.1% | +1.0% |
| 7D | -8.3% | -4.4% | -3.8% | -6.4% |
| 30D | +38.1% | +28.1% | +10.0% | +24.9% |
| 3M | +9.0% | +48.8% | -39.8% | -7.4% |
| 6M | -5.3% | +28.3% | -33.6% | -15.0% |
| YTD | -13.8% | -6.0% | -7.8% | -14.1% |
| 1Y | -59.8% | +1.4% | -61.3% | -60.5% |
| All | -59.8% | +2.5% | -62.3% | -60.5% |
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