Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • MSTU vs CAI✓SelectedUSD · CAIMSTU vs CAI performance historyLatest closeAs of-8.64%09/08
Stock and ETF performance explorer

MSTU vs CAI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+78.0%
CAI return
+9.4%
Excess return
+68.6%
Maximum drawdown
-21.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1mo.

Portfolio and benchmark returns by period
PeriodPortfolioCAIExcessAlpha
1D-8.6%-1.0%-7.6%-6.6%
7D+16.1%+0.2%+16.0%+17.2%
All+78.0%+9.4%+68.6%+63.2%

Cumulative growth

Daily Returns

Daily percentage return beside CAI.

Daily Out/Under-Performance

Portfolio return minus CAI return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × CAI 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 1mo: compounded portfolio wealth divided by compounded CAI 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…

1mo analysis · Full analysis span regression · Available span rolling