+167.0%
CVX vs RGTI
+56.8%
+110.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +10.0% |
| 3M | +16.2% | -26.0% | +42.2% | +16.5% |
| 6M | +13.6% | -9.9% | +23.5% | +13.4% |
| YTD | +44.4% | -31.1% | +75.4% | +44.5% |
| 1Y | +40.6% | -8.5% | +49.1% | +39.8% |
| 3Y | +48.2% | +652.2% | -604.0% | +36.8% |
| All | +167.0% | +56.8% | +110.2% | +159.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling