-58.4%
MSTR vs CVS
+38.5%
-97.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.5% |
| 7D | +9.3% | -1.6% | +10.9% | +9.2% |
| 30D | +36.5% | +0.4% | +36.1% | +36.7% |
| 3M | +7.3% | -0.4% | +7.8% | +7.4% |
| 6M | +2.2% | +25.1% | -22.9% | +0.4% |
| YTD | -10.2% | +23.9% | -34.0% | -13.4% |
| All | -58.4% | +38.5% | -97.0% | -62.1% |
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