+54.2%
PCG vs SOXQ
+269.0%
-214.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.6% | -4.3% |
| 7D | +6.5% | +5.2% | +1.2% | +5.7% |
| 30D | -16.7% | -0.5% | -16.2% | -16.7% |
| 3M | -14.2% | -5.6% | -8.5% | -14.2% |
| 6M | -21.5% | +53.0% | -74.5% | -28.0% |
| YTD | -11.2% | +68.8% | -80.0% | -20.2% |
| 1Y | -4.2% | +105.7% | -109.9% | -17.4% |
| 3Y | -14.9% | +240.5% | -255.4% | -37.2% |
| 5Y | +54.2% | +266.8% | -212.5% | +4.8% |
| All | +54.2% | +269.0% | -214.7% | +4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling