-98.4%
RCAT vs WCC
+509.2%
-607.6%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.5% | +1.4% | +2.9% |
| 7D | +5.4% | +8.5% | -3.1% | +2.0% |
| 30D | -5.6% | -1.0% | -4.6% | -5.2% |
| 3M | -30.2% | +2.1% | -32.3% | -30.8% |
| 6M | -43.4% | +36.8% | -80.2% | -49.9% |
| YTD | +9.6% | +47.7% | -38.1% | -5.2% |
| 1Y | -2.0% | +66.5% | -68.5% | -18.5% |
| 3Y | +825.0% | +134.2% | +690.8% | +566.4% |
| 5Y | +199.8% | +231.6% | -31.8% | +85.0% |
| 10Y | -98.4% | +508.1% | -606.5% | -99.5% |
| All | -98.4% | +509.2% | -607.6% | -99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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