+55.9%
SOXL vs PCG
-14.1%
+70.0%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.8% | -9.6% | -8.7% |
| 7D | -37.9% | +1.9% | -39.8% | -37.7% |
| 30D | -59.4% | +8.5% | -67.9% | -58.9% |
| 3M | -52.3% | -22.9% | -29.4% | -54.8% |
| 6M | -47.7% | -16.8% | -30.9% | -48.4% |
| YTD | +58.8% | -15.8% | +74.5% | +82.5% |
| 1Y | +55.9% | -16.0% | +71.9% | +98.1% |
| All | +55.9% | -14.1% | +70.0% | +98.1% |
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