+19,418.6%
SOXL vs MSTR
+1,562.4%
+17,856.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -1.4% | +11.3% | +10.7% |
| 7D | +5.3% | +12.2% | -6.8% | -3.0% |
| 30D | -11.2% | +45.2% | -56.4% | -31.1% |
| 3M | -55.4% | +10.4% | -65.7% | -59.0% |
| 6M | +107.1% | -2.5% | +109.6% | +103.4% |
| YTD | +179.0% | -6.0% | +185.1% | +165.6% |
| 1Y | +357.4% | -56.4% | +413.8% | +593.1% |
| 3Y | +397.5% | +306.3% | +91.2% | +14.7% |
| 5Y | +155.9% | +100.5% | +55.4% | -20.3% |
| 10Y | +4,301.6% | +741.1% | +3,560.5% | +140.8% |
| All | +19,418.6% | +1,562.4% | +17,856.2% | +287.6% |
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