+3,667.8%
MSTR vs SPXL
+7,736.1%
-4,068.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.8% |
| 7D | +12.2% | +0.1% | +12.1% | +12.4% |
| 30D | +45.2% | -0.9% | +46.0% | +46.2% |
| 3M | +10.4% | +2.0% | +8.3% | +9.9% |
| 6M | -2.5% | +33.5% | -36.0% | -14.1% |
| YTD | -6.0% | +32.2% | -38.2% | -16.1% |
| 1Y | -56.4% | +48.9% | -105.3% | -63.1% |
| 3Y | +306.3% | +222.9% | +83.4% | +147.1% |
| 5Y | +100.5% | +140.7% | -40.2% | +44.2% |
| 10Y | +741.1% | +1,192.7% | -451.6% | +179.4% |
| All | +3,667.8% | +7,736.1% | -4,068.3% | +437.5% |
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