+19,165.6%
SOXL vs PNC
+576.4%
+18,589.2%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +1.0% | -9.0% | -9.6% |
| 7D | +8.5% | -0.9% | +9.3% | +9.7% |
| 30D | -13.0% | -4.4% | -8.5% | -6.8% |
| 3M | -35.9% | +5.3% | -41.2% | -42.9% |
| 6M | +112.1% | +19.6% | +92.5% | +53.3% |
| YTD | +175.4% | +19.1% | +156.3% | +99.3% |
| 1Y | +304.9% | +24.3% | +280.6% | +172.1% |
| 3Y | +448.6% | +132.2% | +316.4% | +45.5% |
| 5Y | +156.1% | +52.3% | +103.8% | +57.0% |
| 10Y | +4,957.3% | +274.8% | +4,682.5% | +656.8% |
| All | +19,165.6% | +576.4% | +18,589.2% | +1,440.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling