+371.2%
USFD vs RCAT
-99.6%
+470.8%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +11.4% | -8.3% | +3.0% |
| 7D | +3.9% | +1.1% | +2.8% | +3.9% |
| 30D | +12.8% | -22.0% | +34.9% | +13.0% |
| 3M | +1.0% | -51.1% | +52.1% | +1.5% |
| 6M | +30.3% | -56.6% | +86.9% | +30.9% |
| YTD | +46.0% | -43.3% | +89.2% | +46.0% |
| 1Y | +49.6% | -51.5% | +101.1% | +49.8% |
| 3Y | +166.3% | +411.4% | -245.1% | +158.6% |
| 5Y | +208.4% | +74.4% | +134.0% | +200.7% |
| 10Y | +371.2% | -99.6% | +470.8% | +329.2% |
| All | +371.2% | -99.6% | +470.8% | +329.2% |
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 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