-38.8%
PCOR vs SOXQ
+260.3%
-299.1%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.4% | -7.6% | -6.0% |
| 7D | -9.0% | +2.3% | -11.3% | -10.2% |
| 30D | +4.2% | -2.3% | +6.4% | +4.9% |
| 3M | +14.4% | -13.8% | +28.2% | +18.0% |
| 6M | +0.2% | +48.6% | -48.4% | -30.6% |
| YTD | -20.3% | +66.0% | -86.2% | -49.8% |
| 1Y | -16.1% | +107.9% | -124.0% | -56.1% |
| 3Y | -14.7% | +224.1% | -238.9% | -71.5% |
| All | -38.8% | +260.3% | -299.1% | -82.3% |
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