-50.9%
RCAT vs SOXQ
+45.6%
-96.5%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.5% | 0.0% | -0.1% |
| 7D | -5.9% | +8.2% | -14.1% | -12.6% |
| 30D | -19.7% | -13.2% | -6.5% | -8.1% |
| 3M | -62.9% | -18.5% | -44.3% | -55.2% |
| 6M | -59.6% | -15.4% | -44.1% | -54.3% |
| YTD | -52.1% | +43.6% | -95.7% | -73.8% |
| 1Y | -50.9% | +49.2% | -100.1% | -74.5% |
| All | -50.9% | +45.6% | -96.5% | -74.5% |
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