-56.4%
MSTR vs CSX
+55.3%
-111.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.9% | -2.3% | -1.8% |
| 7D | +12.2% | -3.4% | +15.6% | +14.0% |
| 30D | +45.2% | -3.1% | +48.2% | +47.4% |
| 3M | +10.4% | +7.2% | +3.2% | +4.6% |
| 6M | -2.5% | +16.2% | -18.7% | -13.8% |
| YTD | -6.0% | +37.5% | -43.6% | -25.5% |
| 1Y | -56.4% | +53.2% | -109.6% | -67.7% |
| All | -56.4% | +55.3% | -111.7% | -67.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 CSX 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