+1.0%
OXY vs RCAT
+738.1%
-737.2%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.5% | +7.6% | +1.2% |
| 7D | +0.6% | -2.3% | +2.9% | +0.7% |
| 30D | +4.5% | -18.7% | +23.2% | +5.0% |
| 3M | +8.9% | -29.3% | +38.2% | +9.6% |
| 6M | +12.5% | -42.3% | +54.8% | +13.3% |
| YTD | +50.5% | +2.5% | +48.0% | +48.2% |
| 1Y | +38.6% | -5.7% | +44.3% | +36.1% |
| All | +1.0% | +738.1% | -737.2% | -4.2% |
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 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