+52.9%
PCOR vs SOXQ
+192.4%
-139.4%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.0% | -5.5% | -0.2% |
| 7D | +22.2% | -2.9% | +25.1% | +22.5% |
| 30D | +36.0% | -20.1% | +56.2% | +43.4% |
| 3M | +34.0% | -18.6% | +52.6% | +39.8% |
| 6M | +43.5% | -14.6% | +58.1% | +40.7% |
| YTD | +5.1% | +42.1% | -36.9% | -22.5% |
| 1Y | -3.9% | +45.2% | -49.1% | -30.3% |
| 3Y | +52.9% | +195.3% | -142.3% | -36.7% |
| All | +52.9% | +192.4% | -139.4% | -36.7% |
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