+43.5%
CVX vs RCAT
-7.9%
+51.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.5% | +8.4% | +2.0% |
| 7D | +1.0% | -2.3% | +3.2% | +1.0% |
| 30D | +10.7% | -18.7% | +29.4% | +10.9% |
| 3M | +15.5% | -29.3% | +44.8% | +16.0% |
| 6M | +14.9% | -42.3% | +57.2% | +15.8% |
| YTD | +44.2% | +2.5% | +41.7% | +40.4% |
| 1Y | +43.5% | -5.7% | +49.2% | +41.6% |
| All | +43.5% | -7.9% | +51.4% | +41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling