+200.5%
USO vs RCAT
+192.8%
+7.8%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.9% | -1.0% | +2.8% |
| 7D | +3.6% | +5.4% | -1.8% | +3.5% |
| 30D | +23.8% | -5.6% | +29.4% | +23.8% |
| 3M | +8.1% | -30.2% | +38.3% | +8.5% |
| 6M | +34.3% | -43.4% | +77.6% | +35.0% |
| YTD | +111.1% | +9.6% | +101.5% | +109.6% |
| 1Y | +99.9% | -2.0% | +101.9% | +98.4% |
| 3Y | +86.5% | +825.0% | -738.5% | +76.3% |
| 5Y | +200.5% | +199.8% | +0.7% | +189.5% |
| All | +200.5% | +192.8% | +7.8% | +189.5% |
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