+395.9%
OSCR vs RCAT
+733.0%
-337.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.6% | +3.2% | +2.6% |
| 7D | +1.1% | -5.4% | +6.4% | +1.4% |
| 30D | +16.5% | -24.2% | +40.7% | +18.4% |
| 3M | +17.0% | -25.8% | +42.8% | +18.6% |
| 6M | +145.0% | -44.9% | +189.9% | +150.5% |
| YTD | +126.7% | +1.9% | +124.8% | +122.9% |
| 1Y | +67.2% | -5.2% | +72.4% | +64.9% |
| All | +395.9% | +733.0% | -337.1% | +300.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling