-42.3%
MSTR vs SPXL
+29.9%
-72.2%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.8% | +0.2% | -0.1% |
| 7D | -1.8% | -2.5% | +0.7% | +1.0% |
| 30D | -13.3% | -4.3% | -9.0% | -8.6% |
| 3M | +46.0% | -4.2% | +50.2% | +54.6% |
| 6M | -22.4% | +15.0% | -37.5% | -32.2% |
| YTD | -6.2% | +28.4% | -34.6% | -24.3% |
| 1Y | -42.3% | +30.3% | -72.6% | -54.0% |
| All | -42.3% | +29.9% | -72.2% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXL.
Daily Out/Under-Performance
Portfolio return minus SPXL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXL 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 SPXL 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