+10,813.1%
SOXL vs MSTR
+1,231.9%
+9,581.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.5% | +5.7% | +3.1% |
| 7D | +60.3% | -11.5% | +71.9% | +71.8% |
| 30D | -48.6% | -24.8% | -23.8% | -36.5% |
| 3M | -53.9% | +20.6% | -74.5% | -58.8% |
| 6M | -62.0% | -38.0% | -24.0% | -50.2% |
| YTD | +56.0% | -24.7% | +80.7% | +74.8% |
| 1Y | +50.0% | -49.1% | +99.1% | +111.8% |
| 3Y | +223.8% | +124.7% | +99.1% | +14.8% |
| 5Y | +6.7% | +40.9% | -34.3% | -56.8% |
| 10Y | +2,163.6% | +481.5% | +1,682.1% | +68.0% |
| All | +10,813.1% | +1,231.9% | +9,581.2% | +155.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling