-42.3%
MSTR vs CSX
+48.0%
-90.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.6% | +2.5% | +4.4% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | -13.3% | +9.7% | -23.1% | -15.6% |
| 3M | +46.0% | +2.3% | +43.7% | +46.5% |
| 6M | -22.4% | +17.1% | -39.5% | -29.2% |
| YTD | -6.2% | +44.9% | -51.1% | -26.5% |
| 1Y | -42.3% | +47.1% | -89.4% | -55.6% |
| All | -42.3% | +48.0% | -90.3% | -55.6% |
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