-31.0%
MSTR vs CVS
-0.6%
-30.4%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | +1.2% |
| 7D | -1.2% | -7.1% | +5.9% | -3.8% |
| 30D | -15.9% | -4.0% | -12.0% | -16.5% |
| 3M | +33.1% | -12.2% | +45.4% | +28.5% |
| 6M | -31.0% | -2.2% | -28.8% | -34.5% |
| All | -31.0% | -0.6% | -30.4% | -34.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling