+652.2%
RGTI vs OXY
-1.2%
+653.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.7% |
| 7D | +0.5% | +2.8% | -2.4% | +0.1% |
| 30D | -17.1% | +5.5% | -22.6% | -17.6% |
| 3M | -26.0% | +11.3% | -37.3% | -27.1% |
| 6M | -9.9% | +11.6% | -21.5% | -13.0% |
| YTD | -31.1% | +51.6% | -82.6% | -39.9% |
| 1Y | -8.5% | +36.2% | -44.7% | -18.3% |
| 3Y | +652.2% | +1.7% | +650.5% | +569.1% |
| All | +652.2% | -1.2% | +653.4% | +569.1% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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