+113.8%
MSTR vs CVS
+31.3%
+82.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.7% | -4.2% |
| 7D | +9.3% | -1.6% | +10.9% | +9.8% |
| 30D | +36.5% | +0.4% | +36.1% | +35.9% |
| 3M | +7.3% | -0.4% | +7.8% | +6.8% |
| 6M | +2.2% | +25.1% | -22.9% | -6.4% |
| YTD | -10.2% | +23.9% | -34.0% | -18.2% |
| 1Y | -58.6% | +41.1% | -99.7% | -64.1% |
| 3Y | +283.2% | +63.6% | +219.6% | +193.7% |
| 5Y | +113.8% | +31.5% | +82.2% | +106.4% |
| All | +113.8% | +31.3% | +82.4% | +106.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling