+771.9%
RCAT vs EXEL
+164.9%
+607.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -1.9% |
| 7D | -1.4% | +8.4% | -9.8% | -4.3% |
| 30D | -3.3% | +4.1% | -7.4% | -5.1% |
| 3M | -43.2% | +12.4% | -55.6% | -45.8% |
| 6M | -43.2% | +41.5% | -84.7% | -50.5% |
| YTD | +5.5% | +34.6% | -29.1% | -7.2% |
| 1Y | -1.6% | +57.9% | -59.5% | -18.8% |
| All | +771.9% | +164.9% | +607.0% | +508.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling