-49.3%
MSTR vs CSGP
-53.9%
+4.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -1.6% | -7.7% | -9.0% |
| 7D | -8.7% | +13.9% | -22.6% | -10.5% |
| 30D | -21.4% | +16.0% | -37.4% | -24.4% |
| 3M | +31.4% | +6.1% | +25.4% | +28.8% |
| 6M | -30.8% | -8.2% | -22.7% | -30.1% |
| YTD | -14.9% | -52.3% | +37.4% | +9.2% |
| 1Y | -49.3% | -54.5% | +5.2% | -32.7% |
| All | -49.3% | -53.9% | +4.6% | -32.7% |
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