+45.4%
PPL vs SOXQ
+245.8%
-200.3%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +5.7% | -6.7% | -1.2% |
| 7D | -1.0% | +2.9% | -3.8% | -1.1% |
| 30D | +3.0% | -13.6% | +16.7% | +3.6% |
| 3M | +1.1% | -12.5% | +13.7% | +1.6% |
| 6M | -0.8% | -12.4% | +11.6% | -0.8% |
| YTD | +3.5% | +49.6% | -46.1% | -0.5% |
| 1Y | -0.9% | +52.0% | -52.9% | -4.9% |
| 3Y | +54.2% | +199.1% | -144.9% | +33.5% |
| 5Y | +46.3% | +192.6% | -146.3% | +19.8% |
| All | +45.4% | +245.8% | -200.3% | +18.7% |
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 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