+140.1%
PCAR vs SOXQ
+279.9%
-139.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.6% | +3.2% | +1.4% |
| 7D | -1.6% | +2.3% | -3.9% | -2.3% |
| 30D | -7.3% | -3.9% | -3.4% | -6.3% |
| 3M | +7.8% | -4.7% | +12.5% | +8.0% |
| 6M | +3.6% | +47.9% | -44.3% | -10.4% |
| YTD | +12.9% | +64.3% | -51.5% | -5.8% |
| 1Y | +27.3% | +95.7% | -68.4% | -0.1% |
| 3Y | +61.9% | +231.5% | -169.6% | +3.2% |
| 5Y | +164.2% | +255.0% | -90.8% | +54.8% |
| All | +140.1% | +279.9% | -139.8% | +39.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling