+357.4%
SOXL vs PCG
-6.6%
+363.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.4% | +7.4% | +10.2% |
| 7D | +5.3% | -13.9% | +19.2% | +3.9% |
| 30D | -11.2% | -16.9% | +5.7% | -12.6% |
| 3M | -55.4% | -14.7% | -40.6% | -55.4% |
| 6M | +107.1% | -23.8% | +131.0% | +105.4% |
| YTD | +179.0% | -10.5% | +189.5% | +199.2% |
| 1Y | +357.4% | -5.1% | +362.5% | +415.8% |
| All | +357.4% | -6.6% | +363.9% | +415.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling