+771.4%
RCAT vs SOXQ
+235.9%
+535.4%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.4% | -6.9% | -6.8% |
| 7D | -2.3% | +5.2% | -7.5% | -6.0% |
| 30D | -18.7% | -0.5% | -18.2% | -18.5% |
| 3M | -29.3% | -5.6% | -23.6% | -26.6% |
| 6M | -42.3% | +53.0% | -95.3% | -57.9% |
| YTD | +2.5% | +68.8% | -66.3% | -30.0% |
| 1Y | -5.7% | +105.7% | -111.4% | -41.9% |
| All | +771.4% | +235.9% | +535.4% | +380.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling