-37.3%
MSTR vs SOXQ
-15.3%
-22.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.5% | +1.0% | -0.9% |
| 7D | -13.4% | +8.2% | -21.6% | -16.6% |
| 30D | -22.1% | -13.2% | -8.9% | -17.0% |
| 3M | +15.0% | -18.5% | +33.5% | +25.3% |
| 6M | -37.3% | -15.4% | -21.9% | -35.9% |
| All | -37.3% | -15.3% | -22.0% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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