-19.4%
PCG vs SOXQ
+45.6%
-65.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.5% | +5.6% | +2.1% |
| 7D | +2.2% | +8.2% | -6.0% | +2.3% |
| 30D | +0.8% | -13.2% | +13.9% | +0.4% |
| 3M | -23.8% | -18.5% | -5.3% | -24.2% |
| 6M | -19.6% | -15.4% | -4.2% | -20.3% |
| YTD | -16.7% | +43.6% | -60.3% | -16.5% |
| 1Y | -19.4% | +49.2% | -68.6% | -18.8% |
| All | -19.4% | +45.6% | -65.0% | -18.8% |
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