+33.7%
PCG vs SOXQ
+286.7%
-252.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -1.9% |
| 7D | -3.5% | +0.8% | -4.3% | -3.6% |
| 30D | -20.6% | -4.6% | -16.0% | -20.2% |
| 3M | -17.6% | -10.2% | -7.4% | -17.0% |
| 6M | -23.5% | +49.7% | -73.2% | -29.4% |
| YTD | -13.6% | +67.2% | -80.9% | -22.1% |
| 1Y | -11.3% | +98.0% | -109.3% | -22.7% |
| 3Y | -16.9% | +237.2% | -254.1% | -37.8% |
| 5Y | +50.8% | +261.3% | -210.5% | +6.4% |
| All | +33.7% | +286.7% | -252.9% | -5.4% |
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