-68.1%
RGTI vs XOP
+45.9%
-114.0%
-71.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.4% | +7.5% | -0.2% |
| 7D | -9.6% | -10.5% | +0.9% | -11.6% |
| 30D | -26.0% | -4.3% | -21.7% | -26.6% |
| 3M | -35.8% | +4.7% | -40.4% | -35.0% |
| 6M | -36.7% | -0.1% | -36.6% | -36.1% |
| YTD | -49.4% | +43.8% | -93.2% | -57.7% |
| 1Y | -68.1% | +45.3% | -113.4% | -74.6% |
| All | -68.1% | +45.9% | -114.0% | -74.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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