+361.0%
ORLY vs RCAT
-98.5%
+459.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.8% | +0.4% |
| 7D | -2.4% | -4.9% | +2.5% | -2.4% |
| 30D | -6.8% | -22.9% | +16.1% | -6.8% |
| 3M | -4.8% | -33.7% | +29.0% | -4.7% |
| 6M | -9.1% | -50.7% | +41.7% | -9.1% |
| YTD | -5.9% | +0.4% | -6.3% | -5.9% |
| 1Y | -20.4% | -27.6% | +7.2% | -20.4% |
| 3Y | +36.6% | +753.2% | -716.6% | +36.4% |
| 5Y | +117.3% | +183.3% | -66.0% | +117.0% |
| All | +361.0% | -98.5% | +459.5% | +413.4% |
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