+436.9%
XME vs RCAT
-98.5%
+535.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.5% | +5.9% | -0.6% |
| 7D | -0.2% | -2.3% | +2.1% | -0.2% |
| 30D | +1.4% | -18.7% | +20.1% | +1.6% |
| 3M | +2.7% | -29.3% | +32.0% | +3.0% |
| 6M | +6.5% | -42.3% | +48.8% | +6.8% |
| YTD | +15.2% | +2.5% | +12.7% | +15.1% |
| 1Y | +43.5% | -5.7% | +49.2% | +43.3% |
| 3Y | +135.9% | +764.9% | -629.0% | +132.6% |
| 5Y | +181.5% | +182.3% | -0.8% | +177.9% |
| 10Y | +436.9% | -98.5% | +535.3% | +458.6% |
| All | +436.9% | -98.5% | +535.3% | +458.6% |
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