+180.9%
RCAT vs WCC
+216.1%
-35.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.9% | -5.9% | -3.9% |
| 7D | -1.4% | +4.5% | -5.9% | -3.6% |
| 30D | -3.3% | -5.8% | +2.4% | -0.6% |
| 3M | -43.2% | -3.7% | -39.6% | -42.2% |
| 6M | -43.2% | +23.1% | -66.2% | -49.0% |
| YTD | +5.5% | +44.2% | -38.6% | -11.2% |
| 1Y | -1.6% | +62.1% | -63.7% | -20.9% |
| 3Y | +773.7% | +121.1% | +652.6% | +501.2% |
| All | +180.9% | +216.1% | -35.2% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling