+55.9%
SOXL vs PNC
+32.8%
+23.1%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.8% | -10.6% | -10.1% |
| 7D | -37.9% | +2.3% | -40.2% | -38.8% |
| 30D | -59.4% | +7.0% | -66.4% | -61.4% |
| 3M | -52.3% | -7.3% | -45.0% | -49.0% |
| 6M | -47.7% | +8.9% | -56.6% | -54.1% |
| YTD | +58.8% | +15.5% | +43.2% | +16.2% |
| 1Y | +55.9% | +31.8% | +24.1% | -13.4% |
| All | +55.9% | +32.8% | +23.1% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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