+778.0%
ORCL vs RCAT
-100.0%
+878.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -14.9% | +7.9% | -6.9% |
| 7D | -17.5% | -32.6% | +15.1% | -17.4% |
| 30D | -20.2% | -46.3% | +26.1% | -20.1% |
| 3M | -19.9% | -60.7% | +40.7% | -19.8% |
| 6M | -37.4% | -67.4% | +29.9% | -37.3% |
| YTD | -40.1% | -57.1% | +16.9% | -40.0% |
| 1Y | -53.4% | -63.8% | +10.4% | -53.3% |
| 3Y | +10.4% | +268.1% | -257.7% | +10.2% |
| 5Y | +29.8% | +25.2% | +4.6% | +29.6% |
| 10Y | +249.2% | -99.7% | +348.9% | +247.6% |
| All | +778.0% | -100.0% | +878.0% | +828.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling