+1,537.1%
SOXX vs GPC
+86.4%
+1,450.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +2.0% |
| 7D | +1.4% | -3.2% | +4.6% | +2.7% |
| 30D | -3.6% | +0.5% | -4.1% | -3.9% |
| 3M | -10.2% | +31.7% | -41.9% | -21.8% |
| 6M | +54.2% | +24.7% | +29.5% | +37.2% |
| YTD | +75.2% | +11.8% | +63.4% | +61.6% |
| 1Y | +107.5% | -3.0% | +110.5% | +103.9% |
| 3Y | +226.8% | -1.1% | +227.9% | +204.1% |
| 5Y | +251.2% | +30.5% | +220.7% | +184.0% |
| All | +1,537.1% | +86.4% | +1,450.7% | +1,010.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 10y: compounded portfolio wealth divided by compounded GPC 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…
10y analysis · Full analysis span regression · 6 months rolling