Each report answers a specific question by curating a set of strategies. Switch among them via the links below; each report is a self-contained HTML file with its own filter bar, period selector and robustness fan.
Lever-by-lever narrative walkthrough of the strategy decision, anchored in historical episodes. Wraps and links into the comparison reports below for verification.
Curated comparison for the joint objective of growing NAV (with TSLA's long-term uptrend), minimizing drawdown, and supporting a continuous $3,000/cycle withdrawal. Includes the existing winners plus six new rule-based candidates that filled obvious gaps in the search: full-collar combos at every CC OTM ladder rung paired with the $3k withdrawal, an aggressive 50/50 sleeve weighting, and two "partial- coverage premium-funded collar" variants where contracts are sized to exactly fund the salary, leaving the rest of the stock uncovered for upside while still hedged by a 15% OTM put. The bare 85_15 row is included as the current-strategy no-withdrawal baseline.
Strategies: stockonly, stockonly_w3kusd, 0_100, 85_15, 85_15_trim, 70_30, 70_30_trim, 85_15_trim_w3kusd, 70_30_trim_w3kusd, 85_15_w3kusd, 85_15_cc05_w3kusd, 85_15_cc05_put15_w3kusd, 70_30_cc05_w3kusd, 70_30_cc05_put15_w3kusd, 70_30_cc10_put15_w3kusd, 70_30_cc15_put15_w3kusd, 70_30_cc05_target3k_w3kusd, 70_30_cc05_target3k_put15_w3kusd, 70_30_cc15_target3k_put15_w3kusd, 50_50_cc05_put15_w3kusd
Every non-withdrawal strategy variant side-by-side: stock-only baselines, no-CC sleeves, and the full CC ladder (5/10/15/20% OTM) at both 85_15 and 70_30 sleeve weights. No per-cycle withdrawals — see the `withdrawal_impact` report for the with-vs-without comparison. Trim-only rebalance variants (`*_trim`) are isolated in the `trim_comparison` report.
Strategies: stockonly, 0_100, 85_15, 85_15_trim, 85_15_cc05, 85_15_cc10, 70_30, 70_30_trim, 70_30_cc00, 70_30_cc05, 70_30_cc10, 70_30_cc15, 70_30_cc20
Compares 5/10/15/20% OTM CC variants in a 70/30 stock/X3 sleeve. All CC strategies share schedule, sleeve weights and pricing assumptions — the only variable is strike distance. The 85/15 no-CC sleeve is included as a no-cap-on-upside baseline so each strike's opportunity cost is visible. Use the conditional-return table to see how each strike behaves across different TSLA-return buckets, and the regime-behavior table for cross-window aggregation.
Strategies: 85_15, 85_15_trim, 70_30_trim, 70_30_cc05, 70_30_cc10, 70_30_cc15, 70_30_cc20
All `_w3kusd` strategies withdraw $3k/cycle as actual cash (not reinvested); the bare `85_15` and `70_30` rows are no-withdrawal baselines included so the opportunity cost of taking $3k/month as salary is visible. Pairs the 85/15 and 70/30 sleeves at three CC settings — no CC, full 5% OTM coverage, and partial coverage sized to ~$3k of premium per cycle ("salary from premium"). Total wealth = Final NAV + cumulative withdrawn. Hypothesis: partial-coverage premium-harvesting funds the withdrawal without giving up the upside that full coverage caps off.
Strategies: 85_15, 85_15_trim, 85_15_w3kusd, 85_15_cc05_w3kusd, 85_15_cc05_target3k_w3kusd, 70_30, 70_30_trim, 70_30_w3kusd, 70_30_cc05_w3kusd, 70_30_cc05_target3k_w3kusd
Mirrors the curated short-list in `best_strategies` (85/15 and 70/30 sleeves, with and without 5% OTM CC overlay) and pairs each with its put-variant twin. The collar (CC + put) variants fund the put from CC premium first; the no-CC put variants pay from cash, falling through to whole-share sales at spot when cash is insufficient.
Strategies: stock_only_collar_w3kusd, 85_15, 85_15_put15, 85_15_cc05, 85_15_cc05_put15, 70_30, 70_30_put15, 70_30_cc05, 70_30_cc05_put05, 70_30_cc05_put10, 70_30_cc05_put10_w3kusd, 70_30_cc05_put15, 70_30_cc05_put20, 70_30_cc10_put15, 70_30_cc15_put15, 50_50_cc05_put10_w3kusd, 50_50_cc05_put05_w3kusd, 30_70_cc05_put05_w3kusd
Compares the stock-only baseline against 85/15, 70/30, and 0/100 (all-X3, MA10-gated) — no CC overlay. Isolates the impact of the sleeve mix without strike-distance noise.
Strategies: stockonly, 85_15, 70_30, 0_100, 0_100_w3kusd
Pairs each non-withdrawal strategy against its `_trim` twin (otherwise identical configuration, only `sleeve.rebalance_mode=trim_only` differs). The trim-only rebalance lets the X3 sleeve drift below target without being refilled from stock — locks in X3 gains during bull regimes and prevents adding to a falling X3 in drawdowns. Hypothesis: trim-only outperforms in choppy/down regimes (no rebalancing into a falling X3) but lags in steady bull regimes (smaller X3 sleeve = less leverage).
Strategies: 85_15, 85_15_trim, 85_15_cc05, 85_15_cc05_trim, 85_15_cc10, 85_15_cc10_trim, 70_30, 70_30_trim, 70_30_cc05, 70_30_cc05_trim, 70_30_cc10, 70_30_cc10_trim
Pairs each strategy against its `_w3kusd` twin (otherwise identical configuration). Quantifies how much wealth a steady $3k USD/cycle withdrawal removes from compounding. For CC strategies the withdrawal comes out of premium income; for no-CC strategies (stockonly, 85_15, 70_30) it's funded by selling whole shares at spot.
Strategies: stockonly, stockonly_w3kusd, 85_15, 85_15_trim, 85_15_w3kusd, 85_15_cc10, 85_15_cc10_w3kusd, 70_30, 70_30_trim, 70_30_w3kusd, 70_30_cc05, 70_30_cc05_w3kusd, 70_30_cc10, 70_30_cc10_w3kusd, 70_30_cc15, 70_30_cc15_w3kusd, 70_30_cc20, 70_30_cc20_w3kusd