-56.4%
MSTR vs CVS
+35.9%
-92.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.4% |
| 7D | +12.2% | +4.0% | +8.2% | +12.5% |
| 30D | +45.2% | -2.4% | +47.6% | +45.6% |
| 3M | +10.4% | +2.7% | +7.7% | +10.4% |
| 6M | -2.5% | +21.9% | -24.4% | -3.6% |
| YTD | -6.0% | +24.7% | -30.8% | -9.3% |
| 1Y | -56.4% | +35.4% | -91.9% | -59.1% |
| All | -56.4% | +35.9% | -92.4% | -59.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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