+48.8%
SOXL vs PCG
-19.5%
+68.3%
-86.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | +2.2% | -13.2% | -10.8% |
| 7D | +26.9% | +2.2% | +24.7% | +27.2% |
| 30D | -47.2% | +0.8% | -48.0% | -47.2% |
| 3M | -59.9% | -23.8% | -36.1% | -62.0% |
| 6M | -68.3% | -19.6% | -48.7% | -69.0% |
| YTD | +38.8% | -16.7% | +55.6% | +61.0% |
| 1Y | +48.8% | -19.4% | +68.2% | +73.5% |
| All | +48.8% | -19.5% | +68.3% | +73.5% |
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