+134.1%
RCAT vs SOXQ
+286.7%
-152.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -2.5% |
| 7D | -4.9% | +0.8% | -5.7% | -5.3% |
| 30D | -22.9% | -4.6% | -18.3% | -20.8% |
| 3M | -33.7% | -10.2% | -23.6% | -29.9% |
| 6M | -50.7% | +49.7% | -100.4% | -60.1% |
| YTD | +0.4% | +67.2% | -66.9% | -22.8% |
| 1Y | -27.6% | +98.0% | -125.6% | -47.7% |
| 3Y | +753.2% | +237.2% | +516.0% | +410.4% |
| 5Y | +183.3% | +261.3% | -78.0% | +69.6% |
| All | +134.1% | +286.7% | -152.6% | +61.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling