-22.4%
MSTR vs CSGP
-8.9%
-13.5%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.0% | +1.1% | +5.3% |
| 7D | -1.8% | +18.3% | -20.1% | -0.9% |
| 30D | -13.3% | +17.8% | -31.1% | -13.3% |
| 3M | +46.0% | +9.3% | +36.7% | +46.6% |
| 6M | -22.4% | -7.9% | -14.5% | -32.5% |
| All | -22.4% | -8.9% | -13.5% | -32.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling