+15.5%
SBUX vs RCAT
+796.4%
-780.9%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.9% | -6.2% | -2.5% |
| 7D | -3.9% | +5.4% | -9.3% | -4.1% |
| 30D | -2.8% | -5.6% | +2.8% | -2.7% |
| 3M | +8.2% | -30.2% | +38.4% | +9.1% |
| 6M | +4.3% | -43.4% | +47.6% | +5.2% |
| YTD | +23.3% | +9.6% | +13.7% | +21.0% |
| 1Y | +24.3% | -2.0% | +26.3% | +21.3% |
| 3Y | +15.5% | +825.0% | -809.5% | +2.9% |
| All | +15.5% | +796.4% | -780.9% | +2.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling