+3,647.2%
SHOP vs RCAT
-99.6%
+3,746.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +11.4% | -9.3% | +1.9% |
| 7D | -2.7% | +1.1% | -3.8% | -2.7% |
| 30D | -11.0% | -22.0% | +11.0% | -10.7% |
| 3M | +0.3% | -51.1% | +51.5% | +1.3% |
| 6M | +37.7% | -56.6% | +94.3% | +39.1% |
| YTD | -5.5% | -43.3% | +37.7% | -5.2% |
| 1Y | -0.2% | -51.5% | +51.3% | +0.3% |
| 3Y | +151.9% | +411.4% | -259.5% | +143.7% |
| 5Y | -2.2% | +74.4% | -76.6% | -4.9% |
| 10Y | +3,647.2% | -99.6% | +3,746.7% | +3,593.0% |
| All | +3,647.2% | -99.6% | +3,746.7% | +3,593.0% |
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