+206.3%
SHEL vs RCAT
-98.5%
+304.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.5% | +6.8% | +0.3% |
| 7D | +3.0% | -2.3% | +5.3% | +3.0% |
| 30D | +7.2% | -18.7% | +25.9% | +7.3% |
| 3M | +12.9% | -29.3% | +42.2% | +13.0% |
| 6M | +13.7% | -42.3% | +56.0% | +13.8% |
| YTD | +33.7% | +2.5% | +31.1% | +33.5% |
| 1Y | +37.9% | -5.7% | +43.6% | +37.6% |
| 3Y | +70.2% | +764.9% | -694.7% | +68.3% |
| 5Y | +192.3% | +182.3% | +10.0% | +189.3% |
| All | +206.3% | -98.5% | +304.7% | +213.5% |
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