+151.6%
USO vs RCAT
+65.1%
+86.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.4% | +5.6% | -0.8% |
| 7D | -10.6% | -5.6% | -5.0% | -10.5% |
| 30D | -4.6% | -27.0% | +22.5% | -4.3% |
| 3M | +12.3% | -57.9% | +70.2% | +13.3% |
| 6M | +5.9% | -59.4% | +65.3% | +6.7% |
| YTD | +104.5% | -46.9% | +151.4% | +104.6% |
| 1Y | +97.3% | -54.0% | +151.4% | +97.6% |
| 3Y | +97.0% | +378.4% | -281.4% | +88.7% |
| All | +151.6% | +65.1% | +86.5% | +154.7% |
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