+204.9%
CVX vs RCAT
-99.7%
+304.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.9% | -0.9% | +1.0% |
| 7D | -1.7% | +7.2% | -8.9% | -1.8% |
| 30D | -0.8% | -20.4% | +19.6% | -0.7% |
| 3M | +9.4% | -59.8% | +69.2% | +10.0% |
| 6M | +17.5% | -61.9% | +79.4% | +18.1% |
| YTD | +43.8% | -45.9% | +89.7% | +43.9% |
| 1Y | +41.9% | -50.5% | +92.4% | +42.0% |
| 3Y | +69.1% | +387.5% | -318.4% | +65.4% |
| 5Y | +128.3% | +70.9% | +57.4% | +123.9% |
| 10Y | +204.9% | -99.7% | +304.7% | +182.6% |
| All | +204.9% | -99.7% | +304.7% | +182.6% |
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