+38.6%
PCG vs SOXQ
+283.8%
-245.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.4% | -0.9% | +2.0% |
| 7D | -13.9% | +2.3% | -16.2% | -14.1% |
| 30D | -16.9% | -2.3% | -14.6% | -16.7% |
| 3M | -14.7% | -13.8% | -1.0% | -13.8% |
| 6M | -23.8% | +48.6% | -72.4% | -29.7% |
| YTD | -10.5% | +66.0% | -76.5% | -19.2% |
| 1Y | -5.1% | +107.9% | -113.0% | -18.1% |
| 3Y | -11.6% | +224.1% | -235.8% | -33.3% |
| 5Y | +59.0% | +256.6% | -197.6% | +12.2% |
| All | +38.6% | +283.8% | -245.2% | -1.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling