+184.8%
SOXL vs MSTR
+105.7%
+79.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.8% | +4.9% | +3.6% |
| 7D | +18.4% | +7.7% | +10.6% | +11.9% |
| 30D | -3.2% | +36.3% | -39.5% | -20.9% |
| 3M | -37.6% | +13.4% | -51.0% | -44.0% |
| 6M | +136.1% | -4.5% | +140.6% | +134.4% |
| YTD | +199.5% | -12.7% | +212.1% | +199.3% |
| 1Y | +363.2% | -59.6% | +422.8% | +613.5% |
| 3Y | +496.5% | +272.5% | +224.0% | +58.6% |
| 5Y | +184.8% | +107.1% | +77.7% | -0.7% |
| All | +184.8% | +105.7% | +79.1% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTR.
Daily Out/Under-Performance
Portfolio return minus MSTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTR 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 5y: compounded portfolio wealth divided by compounded MSTR 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…
5y analysis · Full analysis span regression · 6 months rolling