+4,671.5%
SOXL vs RCAT
-98.5%
+4,770.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -8.0% |
| 7D | +8.5% | -5.4% | +13.8% | +8.6% |
| 30D | -13.0% | -24.2% | +11.2% | -12.2% |
| 3M | -35.9% | -25.8% | -10.1% | -35.2% |
| 6M | +112.1% | -44.9% | +157.0% | +116.1% |
| YTD | +175.4% | +1.9% | +173.5% | +175.7% |
| 1Y | +304.9% | -5.2% | +310.0% | +305.6% |
| 3Y | +448.6% | +759.6% | -311.0% | +420.3% |
| 5Y | +156.1% | +187.5% | -31.4% | +145.3% |
| All | +4,671.5% | -98.5% | +4,770.0% | +3,906.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 10y: compounded portfolio wealth divided by compounded RCAT 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…
10y analysis · Full analysis span regression · 6 months rolling