+128.3%
SBUX vs RCAT
-98.5%
+226.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -6.5% | +4.6% | -1.9% |
| 7D | -6.3% | -2.3% | -4.0% | -6.2% |
| 30D | -3.9% | -18.7% | +14.8% | -3.7% |
| 3M | +3.3% | -29.3% | +32.6% | +3.5% |
| 6M | +1.4% | -42.3% | +43.8% | +1.6% |
| YTD | +21.0% | +2.5% | +18.4% | +20.6% |
| 1Y | +22.4% | -5.7% | +28.1% | +22.0% |
| 3Y | +13.2% | +764.9% | -751.7% | +10.7% |
| 5Y | -5.2% | +182.3% | -187.5% | -7.1% |
| 10Y | +128.3% | -98.5% | +226.8% | +120.9% |
| All | +128.3% | -98.5% | +226.8% | +120.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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