+30.1%
PCAR vs SOXQ
+111.3%
-81.2%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.2% | -0.6% |
| 7D | -0.5% | +2.3% | -2.9% | -1.1% |
| 30D | -6.2% | -2.3% | -4.0% | -5.8% |
| 3M | +5.9% | -13.8% | +19.7% | +8.7% |
| 6M | +0.4% | +48.6% | -48.2% | -12.4% |
| YTD | +14.8% | +66.0% | -51.2% | -2.2% |
| 1Y | +30.1% | +107.9% | -77.8% | +5.5% |
| All | +30.1% | +111.3% | -81.2% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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