-42.3%
MSTR vs CSGP
-53.2%
+10.9%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.0% | +1.1% | +4.5% |
| 7D | -1.8% | +18.3% | -20.1% | -4.3% |
| 30D | -13.3% | +17.8% | -31.1% | -16.8% |
| 3M | +46.0% | +9.3% | +36.7% | +42.2% |
| 6M | -22.4% | -7.9% | -14.5% | -21.4% |
| YTD | -6.2% | -51.5% | +45.4% | +20.8% |
| 1Y | -42.3% | -53.3% | +11.0% | -23.4% |
| All | -42.3% | -53.2% | +10.9% | -23.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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