+47.9%
RCAT vs WCC
+139.9%
-92.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.7% | -1.8% | -2.6% |
| 7D | -5.9% | +9.9% | -15.9% | -10.2% |
| 30D | -19.7% | -8.4% | -11.2% | -15.4% |
| 3M | -62.9% | -10.3% | -52.5% | -60.6% |
| 6M | -59.6% | -10.5% | -49.1% | -57.2% |
| YTD | -52.1% | +32.2% | -84.3% | -57.5% |
| 1Y | -50.9% | +25.5% | -76.4% | -55.3% |
| 3Y | +333.8% | +134.7% | +199.1% | +205.4% |
| All | +47.9% | +139.9% | -92.1% | -2.4% |
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