-91.6%
SOXS vs MSTR
-44.1%
-47.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +5.1% | +3.7% | +11.6% |
| 7D | +46.7% | -1.8% | +48.5% | +46.7% |
| 30D | +97.0% | -13.3% | +110.3% | +88.6% |
| 3M | +39.5% | +46.0% | -6.4% | +83.3% |
| 6M | -54.9% | -22.4% | -32.5% | -56.0% |
| YTD | -90.4% | -6.2% | -84.2% | -87.9% |
| 1Y | -91.6% | -42.3% | -49.4% | -92.4% |
| All | -91.6% | -44.1% | -47.5% | -92.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling