+47.0%
CVX vs RGTI
-69.7%
+116.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.1% | -4.8% | -3.6% |
| 7D | -5.3% | -9.6% | +4.3% | -5.7% |
| 30D | +5.1% | -26.0% | +31.1% | +4.0% |
| 3M | +14.9% | -35.8% | +50.7% | +13.4% |
| 6M | +14.9% | -36.7% | +51.5% | +14.2% |
| YTD | +46.3% | -49.4% | +95.7% | +46.5% |
| 1Y | +47.0% | -68.1% | +115.2% | +47.6% |
| All | +47.0% | -69.7% | +116.7% | +47.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling