-35.6%
PCOR vs SOXQ
+290.2%
-325.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.4% | -4.0% | -3.8% |
| 7D | -9.0% | +5.2% | -14.3% | -11.6% |
| 30D | -7.0% | -0.5% | -6.5% | -7.2% |
| 3M | +18.3% | -5.6% | +24.0% | +16.0% |
| 6M | -7.8% | +53.0% | -60.8% | -37.1% |
| YTD | -25.6% | +68.8% | -94.4% | -53.5% |
| 1Y | -22.7% | +105.7% | -128.4% | -59.0% |
| 3Y | -17.7% | +240.5% | -258.2% | -73.3% |
| 5Y | -42.0% | +266.8% | -308.8% | -82.5% |
| All | -35.6% | +290.2% | -325.8% | -80.6% |
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