+53.4%
CSX vs RGTI
+53.9%
-0.6%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.6% | +2.3% | -1.2% |
| 7D | -0.6% | +2.5% | -3.1% | -0.6% |
| 30D | -3.2% | -13.7% | +10.4% | -2.9% |
| 3M | +2.6% | -22.6% | +25.2% | +3.0% |
| 6M | +19.8% | -13.4% | +33.2% | +19.4% |
| YTD | +34.7% | -31.2% | +65.8% | +34.7% |
| 1Y | +52.1% | -7.6% | +59.8% | +50.1% |
| 3Y | +68.4% | +669.7% | -601.3% | +47.4% |
| 5Y | +65.1% | +57.0% | +8.1% | +47.3% |
| All | +53.4% | +53.9% | -0.6% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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