+77.0%
USO vs RCAT
-98.5%
+175.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.5% | +9.2% | +2.7% |
| 7D | +6.2% | -2.3% | +8.5% | +6.2% |
| 30D | +19.1% | -18.7% | +37.8% | +19.1% |
| 3M | +14.2% | -29.3% | +43.5% | +14.2% |
| 6M | +43.7% | -42.3% | +86.1% | +43.8% |
| YTD | +116.8% | +2.5% | +114.3% | +116.8% |
| 1Y | +104.3% | -5.7% | +110.0% | +104.4% |
| 3Y | +91.5% | +764.9% | -673.4% | +91.8% |
| 5Y | +214.1% | +182.3% | +31.8% | +214.5% |
| 10Y | +77.0% | -98.5% | +175.5% | +98.0% |
| All | +77.0% | -98.5% | +175.5% | +98.0% |
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