+652.2%
RGTI vs CLX
-36.5%
+688.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +0.7% |
| 7D | +0.5% | -5.7% | +6.2% | +0.5% |
| 30D | -17.1% | -17.0% | -0.1% | -17.0% |
| 3M | -26.0% | -9.7% | -16.3% | -25.8% |
| 6M | -9.9% | -19.8% | +10.0% | -8.6% |
| YTD | -31.1% | -9.8% | -21.2% | -30.4% |
| 1Y | -8.5% | -26.2% | +17.7% | -6.7% |
| 3Y | +652.2% | -36.2% | +688.4% | +612.0% |
| All | +652.2% | -36.5% | +688.7% | +612.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 3y: compounded portfolio wealth divided by compounded CLX 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…
3y analysis · Full analysis span regression · 6 months rolling