+156.1%
SOXL vs RCAT
+177.7%
-21.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.6% | -7.4% | -7.9% |
| 7D | +8.5% | -5.4% | +13.8% | +9.7% |
| 30D | -13.0% | -24.2% | +11.2% | -7.5% |
| 3M | -35.9% | -25.8% | -10.1% | -30.7% |
| 6M | +112.1% | -44.9% | +157.0% | +140.2% |
| YTD | +175.4% | +1.9% | +173.5% | +173.0% |
| 1Y | +304.9% | -5.2% | +310.0% | +301.8% |
| 3Y | +448.6% | +759.6% | -311.0% | +283.2% |
| 5Y | +156.1% | +187.5% | -31.4% | +91.5% |
| All | +156.1% | +177.7% | -21.6% | +91.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling