+56.8%
RGTI vs XOP
+158.8%
-102.1%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | +0.5% | +2.6% | -2.2% | -0.9% |
| 30D | -17.1% | +9.6% | -26.7% | -21.0% |
| 3M | -26.0% | +20.4% | -46.3% | -33.6% |
| 6M | -9.9% | +19.9% | -29.8% | -21.1% |
| YTD | -31.1% | +56.4% | -87.5% | -49.0% |
| 1Y | -8.5% | +52.4% | -61.0% | -31.1% |
| 3Y | +652.2% | +39.9% | +612.3% | +477.1% |
| All | +56.8% | +158.8% | -102.1% | +12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling