+270.3%
ORCL vs RCAT
-99.8%
+370.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -3.4% | +2.0% | -1.4% |
| 7D | +8.0% | -5.9% | +13.9% | +8.0% |
| 30D | -4.0% | -19.7% | +15.7% | -3.8% |
| 3M | -19.5% | -62.9% | +43.4% | -18.9% |
| 6M | -33.5% | -59.6% | +26.1% | -33.0% |
| YTD | -34.8% | -52.1% | +17.3% | -34.5% |
| 1Y | -41.6% | -50.9% | +9.3% | -41.4% |
| 3Y | +13.8% | +333.8% | -320.0% | +13.1% |
| 5Y | +43.4% | +40.7% | +2.6% | +42.7% |
| All | +270.3% | -99.8% | +370.1% | +275.2% |
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