+269.8%
CORZ vs RCAT
+516.4%
-246.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +11.4% | -3.2% | +6.2% |
| 7D | +1.7% | +1.1% | +0.6% | +1.4% |
| 30D | -17.5% | -22.0% | +4.6% | -14.0% |
| 3M | -39.5% | -51.1% | +11.7% | -32.5% |
| 6M | -44.5% | -56.6% | +12.1% | -38.1% |
| YTD | -12.6% | -43.3% | +30.6% | -7.4% |
| 1Y | -37.0% | -51.5% | +14.5% | -32.2% |
| All | +269.8% | +516.4% | -246.7% | +353.1% |
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