-99.6%
RCAT vs EXEL
+445.6%
-545.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +3.1% | +8.3% | +10.9% |
| 7D | +1.1% | +2.3% | -1.2% | +1.0% |
| 30D | -22.0% | +19.8% | -41.9% | -24.1% |
| 3M | -51.1% | +32.7% | -83.8% | -53.2% |
| 6M | -56.6% | +49.0% | -105.6% | -59.2% |
| YTD | -43.3% | +63.7% | -106.9% | -47.7% |
| 1Y | -51.5% | +75.8% | -127.3% | -55.7% |
| 3Y | +411.4% | +241.3% | +170.1% | +333.3% |
| 5Y | +74.4% | +289.0% | -214.6% | +45.7% |
| 10Y | -99.6% | +377.6% | -477.2% | -99.6% |
| All | -99.6% | +445.6% | -545.1% | -99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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