+40.6%
CVX vs RGTI
-5.4%
+46.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.7% | -0.1% | +0.6% |
| 7D | +2.6% | +0.5% | +2.2% | +2.6% |
| 30D | +9.8% | -17.1% | +26.9% | +9.5% |
| 3M | +16.2% | -26.0% | +42.2% | +16.1% |
| 6M | +13.6% | -9.9% | +23.5% | +13.9% |
| YTD | +44.4% | -31.1% | +75.4% | +45.2% |
| 1Y | +40.6% | -8.5% | +49.1% | +44.2% |
| All | +40.6% | -5.4% | +46.0% | +44.2% |
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