+476.2%
STX vs RCAT
+41.8%
+434.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -2.8% |
| 7D | +14.6% | -5.9% | +20.5% | +15.2% |
| 30D | -26.0% | -19.7% | -6.3% | -24.7% |
| 3M | -42.6% | -62.9% | +20.2% | -38.5% |
| 6M | -35.3% | -59.6% | +24.3% | -31.4% |
| YTD | +92.5% | -52.1% | +144.5% | +99.8% |
| 1Y | +102.4% | -50.9% | +153.3% | +109.1% |
| 3Y | +673.8% | +333.8% | +340.0% | +586.6% |
| All | +476.2% | +41.8% | +434.4% | +421.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling