+215.5%
XHB vs RCAT
-98.5%
+313.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.5% | +5.0% | -1.5% |
| 7D | -1.9% | -2.3% | +0.4% | -1.9% |
| 30D | -8.3% | -18.7% | +10.4% | -8.2% |
| 3M | -7.1% | -29.3% | +22.1% | -7.0% |
| 6M | -5.3% | -42.3% | +37.1% | -5.1% |
| YTD | -3.2% | +2.5% | -5.7% | -3.4% |
| 1Y | -13.9% | -5.7% | -8.2% | -14.1% |
| 3Y | +24.9% | +764.9% | -740.0% | +22.7% |
| 5Y | +34.5% | +182.3% | -147.8% | +32.3% |
| 10Y | +215.5% | -98.5% | +313.9% | +200.3% |
| All | +215.5% | -98.5% | +313.9% | +200.3% |
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