+9,763.7%
SOXL vs PFGC
+409.4%
+9,354.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PFGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.9% | +7.0% | +6.5% |
| 7D | +16.4% | -2.4% | +18.8% | +18.4% |
| 30D | -12.1% | -15.8% | +3.7% | -0.7% |
| 3M | -41.7% | -0.6% | -41.1% | -43.6% |
| 6M | +157.4% | +10.7% | +146.7% | +128.4% |
| YTD | +193.3% | +7.6% | +185.7% | +165.4% |
| 1Y | +355.3% | -7.8% | +363.2% | +357.7% |
| 3Y | +484.2% | +63.7% | +420.4% | +304.2% |
| 5Y | +182.7% | +112.3% | +70.4% | +82.7% |
| 10Y | +4,692.2% | +286.7% | +4,405.5% | +2,242.6% |
| All | +9,763.7% | +409.4% | +9,354.2% | +3,972.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFGC.
Daily Out/Under-Performance
Portfolio return minus PFGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFGC 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 all: compounded portfolio wealth divided by compounded PFGC 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…
all analysis · Full analysis span regression · 6 months rolling