-47.4%
MSTR vs CVS
+12.6%
-60.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.7% | -4.3% | -2.1% |
| 7D | -4.0% | -3.7% | -0.3% | -4.5% |
| 30D | -18.6% | -0.3% | -18.3% | -18.4% |
| 3M | +25.6% | -10.3% | +35.9% | +23.9% |
| 6M | -33.1% | -4.6% | -28.5% | -33.5% |
| YTD | -17.3% | +10.7% | -28.1% | -16.9% |
| All | -47.4% | +12.6% | -60.0% | -47.3% |
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