-57.8%
RCAT vs SOXQ
+45.5%
-103.3%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.3% | -3.1% | -7.2% | -7.5% |
| 7D | -18.5% | -12.1% | -6.4% | -8.3% |
| 30D | -37.0% | -22.0% | -14.9% | -20.9% |
| 3M | -54.9% | -15.6% | -39.3% | -47.7% |
| 6M | -63.6% | -2.4% | -61.3% | -65.3% |
| YTD | -49.6% | +45.4% | -94.9% | -72.6% |
| 1Y | -57.8% | +47.7% | -105.5% | -77.6% |
| All | -57.8% | +45.5% | -103.3% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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