+182.3%
RCAT vs SOXQ
+269.0%
-86.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +0.4% | -6.9% | -6.7% |
| 7D | -2.3% | +5.2% | -7.5% | -5.3% |
| 30D | -18.7% | -0.5% | -18.2% | -18.5% |
| 3M | -29.3% | -5.6% | -23.6% | -26.9% |
| 6M | -42.3% | +53.0% | -95.3% | -54.5% |
| YTD | +2.5% | +68.8% | -66.3% | -23.0% |
| 1Y | -5.7% | +105.7% | -111.4% | -34.6% |
| 3Y | +764.9% | +240.5% | +524.4% | +388.4% |
| 5Y | +182.3% | +266.8% | -84.5% | +50.5% |
| All | +182.3% | +269.0% | -86.7% | +50.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling