+0.5%
RGTI vs XOP
+49.8%
-49.3%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.1% |
| 7D | -2.5% | +2.6% | -5.1% | -2.5% |
| 30D | -9.4% | +15.4% | -24.9% | -9.3% |
| 3M | -37.1% | +12.1% | -49.1% | -36.6% |
| 6M | -14.4% | +19.7% | -34.1% | -20.5% |
| YTD | -31.4% | +52.4% | -83.8% | -46.6% |
| 1Y | +0.5% | +47.6% | -47.0% | -20.9% |
| All | +0.5% | +49.8% | -49.3% | -20.9% |
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