+3,213.7%
MSTR vs SPXL
+7,034.2%
-3,820.5%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +7.0% | -9.6% | -5.9% |
| 7D | -4.0% | -0.9% | -3.1% | -3.8% |
| 30D | -18.6% | -11.4% | -7.2% | -13.7% |
| 3M | +25.6% | -10.8% | +36.4% | +33.4% |
| 6M | -33.1% | -0.3% | -32.8% | -32.3% |
| YTD | -17.3% | +20.3% | -37.7% | -22.6% |
| 1Y | -48.1% | +24.7% | -72.8% | -52.3% |
| 3Y | +154.2% | +238.6% | -84.4% | +53.1% |
| 5Y | +46.2% | +100.0% | -53.7% | +13.7% |
| 10Y | +554.5% | +1,108.4% | -553.9% | +127.0% |
| All | +3,213.7% | +7,034.2% | -3,820.5% | +396.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling