+35.8%
PCAR vs SOXQ
+189.0%
-153.2%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.8% | +1.2% |
| 7D | +4.9% | +8.2% | -3.2% | +2.9% |
| 30D | -1.4% | -13.2% | +11.7% | +1.6% |
| 3M | -18.1% | -18.5% | +0.4% | -14.5% |
| 6M | -4.0% | -15.4% | +11.4% | -2.3% |
| YTD | -1.5% | +43.6% | -45.0% | -15.4% |
| 1Y | +13.2% | +49.2% | -36.1% | -4.1% |
| 3Y | +35.8% | +190.2% | -154.4% | -15.3% |
| All | +35.8% | +189.0% | -153.2% | -15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling