-14.2%
PCOR vs SOXQ
+233.6%
-247.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.4% | -7.6% | -5.3% |
| 7D | -9.0% | +2.3% | -11.3% | -9.7% |
| 30D | +4.2% | -2.3% | +6.4% | +4.6% |
| 3M | +14.4% | -13.8% | +28.2% | +16.9% |
| 6M | +0.2% | +48.6% | -48.4% | -22.9% |
| YTD | -20.3% | +66.0% | -86.2% | -43.0% |
| 1Y | -16.1% | +107.9% | -124.0% | -48.2% |
| All | -14.2% | +233.6% | -247.7% | -62.5% |
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