+646.8%
RGTI vs XLC
+71.4%
+575.4%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -1.7% |
| 7D | -0.1% | -1.7% | +1.5% | +3.2% |
| 30D | -16.2% | +0.2% | -16.4% | -17.1% |
| 3M | -22.0% | +0.7% | -22.7% | -25.3% |
| 6M | -10.8% | -4.5% | -6.3% | -2.5% |
| YTD | -31.6% | -4.7% | -26.8% | -26.0% |
| 1Y | -6.4% | -1.5% | -4.9% | -5.3% |
| All | +646.8% | +71.4% | +575.4% | +194.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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