+155.7%
RCAT vs SOXQ
+288.7%
-133.0%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.3% | +2.6% | +3.2% |
| 7D | +5.4% | +5.3% | +0.1% | +2.3% |
| 30D | -5.6% | -3.7% | -1.9% | -3.7% |
| 3M | -30.2% | -7.8% | -22.4% | -26.9% |
| 6M | -43.4% | +58.4% | -101.8% | -55.5% |
| YTD | +9.6% | +68.1% | -58.5% | -15.9% |
| 1Y | -2.0% | +105.4% | -107.3% | -30.3% |
| 3Y | +825.0% | +239.2% | +585.8% | +452.0% |
| 5Y | +199.8% | +266.9% | -67.1% | +82.1% |
| All | +155.7% | +288.7% | -133.0% | +75.7% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling