-49.6%
ORCL vs RCAT
-53.5%
+3.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +11.4% | -8.2% | +0.8% |
| 7D | +0.5% | +1.1% | -0.6% | -0.3% |
| 30D | -15.3% | -22.0% | +6.7% | -11.5% |
| 3M | -18.2% | -51.1% | +32.9% | -7.4% |
| 6M | -38.4% | -56.6% | +18.2% | -29.7% |
| YTD | -37.7% | -43.3% | +5.5% | -33.7% |
| All | -49.6% | -53.5% | +3.9% | -46.2% |
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 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