+107.5%
SOXX vs GPC
-0.9%
+108.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +1.9% |
| 7D | +1.4% | -3.2% | +4.6% | +1.3% |
| 30D | -3.6% | +0.5% | -4.1% | -3.6% |
| 3M | -10.2% | +31.7% | -41.9% | -12.7% |
| 6M | +54.2% | +24.7% | +29.5% | +49.6% |
| YTD | +75.2% | +11.8% | +63.4% | +69.6% |
| 1Y | +107.5% | -3.0% | +110.5% | +103.3% |
| All | +107.5% | -0.9% | +108.4% | +103.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling