-26.5%
RCAT vs SOXQ
+94.9%
-121.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | +1.9% |
| 7D | -5.4% | +2.3% | -7.7% | -7.6% |
| 30D | -24.2% | -3.9% | -20.3% | -21.5% |
| 3M | -25.8% | -4.7% | -21.1% | -24.7% |
| 6M | -44.9% | +47.9% | -92.8% | -68.5% |
| YTD | +1.9% | +64.3% | -62.4% | -50.9% |
| All | -26.5% | +94.9% | -121.4% | -65.0% |
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