+275.4%
ORCL vs RCAT
-99.8%
+375.3%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -8.3% | +7.3% | -0.9% |
| 7D | +10.4% | +15.6% | -5.2% | +10.2% |
| 30D | -11.2% | -24.1% | +12.9% | -11.1% |
| 3M | -16.8% | -61.9% | +45.1% | -16.2% |
| 6M | -31.5% | -64.3% | +32.8% | -31.0% |
| YTD | -33.9% | -50.4% | +16.5% | -33.6% |
| 1Y | -43.3% | -54.0% | +10.8% | -43.0% |
| 3Y | +16.5% | +347.2% | -330.7% | +15.7% |
| 5Y | +45.4% | +45.7% | -0.3% | +44.6% |
| All | +275.4% | -99.8% | +375.3% | +280.4% |
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 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