+268.6%
XOM vs RGTI
+54.2%
+214.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.3% | +0.5% |
| 7D | +4.1% | +0.5% | +3.6% | +4.1% |
| 30D | +4.6% | -17.1% | +21.7% | +4.7% |
| 3M | +14.0% | -26.0% | +39.9% | +14.2% |
| 6M | +11.0% | -9.9% | +20.8% | +10.7% |
| YTD | +40.7% | -31.1% | +71.8% | +40.8% |
| 1Y | +52.3% | -8.5% | +60.8% | +51.4% |
| 3Y | +60.5% | +652.2% | -591.8% | +49.0% |
| 5Y | +266.4% | +56.8% | +209.6% | +247.9% |
| All | +268.6% | +54.2% | +214.3% | +260.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 all: compounded portfolio wealth divided by compounded RGTI 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…
all analysis · Full analysis span regression · 6 months rolling