+196.5%
SOXL vs RCAT
+331.8%
-135.3%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.0% | -3.4% | -7.6% | -10.0% |
| 7D | +26.9% | -5.9% | +32.8% | +29.6% |
| 30D | -47.2% | -19.7% | -27.6% | -42.0% |
| 3M | -59.9% | -62.9% | +3.0% | -46.5% |
| 6M | -68.3% | -59.6% | -8.8% | -57.9% |
| YTD | +38.8% | -52.1% | +90.9% | +73.4% |
| 1Y | +48.8% | -50.9% | +99.7% | +84.4% |
| 3Y | +196.5% | +333.8% | -137.3% | +275.4% |
| All | +196.5% | +331.8% | -135.3% | +275.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling