-11.1%
PCG vs SOXQ
+237.4%
-248.5%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.6% |
| 7D | +5.4% | +5.3% | +0.1% | +5.1% |
| 30D | -15.1% | -3.7% | -11.4% | -15.0% |
| 3M | -9.8% | -7.8% | -2.0% | -9.8% |
| 6M | -18.0% | +58.4% | -76.4% | -21.8% |
| YTD | -7.2% | +68.1% | -75.4% | -12.3% |
| 1Y | +2.9% | +105.4% | -102.5% | -5.0% |
| 3Y | -11.1% | +239.2% | -250.3% | -27.9% |
| All | -11.1% | +237.4% | -248.5% | -27.9% |
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 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