+7,282.2%
STRL vs RCAT
-98.5%
+7,380.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.0% | +7.7% | +5.8% |
| 7D | +3.4% | -1.4% | +4.8% | +3.4% |
| 30D | -9.2% | -3.3% | -5.9% | -9.2% |
| 3M | -51.0% | -43.2% | -7.8% | -50.7% |
| 6M | +15.8% | -43.2% | +58.9% | +16.3% |
| YTD | +58.9% | +5.5% | +53.3% | +58.5% |
| 1Y | +68.5% | -1.6% | +70.2% | +68.1% |
| 3Y | +485.2% | +773.7% | -288.5% | +472.2% |
| 5Y | +2,005.1% | +187.6% | +1,817.5% | +1,963.1% |
| All | +7,282.2% | -98.5% | +7,380.7% | +8,041.3% |
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