-16.0%
PCG vs SOXQ
+45.5%
-61.4%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +0.8% |
| 7D | +1.9% | -12.1% | +14.0% | +1.6% |
| 30D | +8.5% | -22.0% | +30.5% | +7.8% |
| 3M | -22.9% | -15.6% | -7.3% | -23.2% |
| 6M | -16.8% | -2.4% | -14.4% | -17.3% |
| YTD | -15.8% | +45.4% | -61.2% | -16.2% |
| 1Y | -16.0% | +47.7% | -63.7% | -16.9% |
| All | -16.0% | +45.5% | -61.4% | -16.9% |
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