+146.2%
RCAT vs SOXQ
+283.8%
-137.6%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.4% | -5.3% | -3.9% |
| 7D | -1.4% | +2.3% | -3.8% | -2.7% |
| 30D | -3.3% | -2.3% | -1.1% | -2.2% |
| 3M | -43.2% | -13.8% | -29.5% | -38.3% |
| 6M | -43.2% | +48.6% | -91.8% | -53.9% |
| YTD | +5.5% | +66.0% | -60.4% | -18.5% |
| 1Y | -1.6% | +107.9% | -109.5% | -30.3% |
| 3Y | +773.7% | +224.1% | +549.5% | +429.7% |
| 5Y | +187.6% | +256.6% | -69.0% | +71.4% |
| All | +146.2% | +283.8% | -137.6% | +70.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling