+513.3%
XRT vs RRC
+95.9%
+417.4%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.9% | +1.9% | +1.2% |
| 7D | +0.8% | +1.3% | -0.5% | +0.5% |
| 30D | -4.2% | +10.1% | -14.3% | -6.0% |
| 3M | +5.1% | +4.0% | +1.1% | +4.0% |
| 6M | +2.4% | +1.6% | +0.8% | +1.5% |
| YTD | +3.2% | +19.7% | -16.5% | -1.1% |
| 1Y | +1.5% | +21.4% | -19.9% | -3.3% |
| 3Y | +40.6% | +29.7% | +10.9% | +29.8% |
| 5Y | -1.0% | +153.9% | -154.9% | -23.4% |
| 10Y | +128.4% | +10.8% | +117.6% | +77.4% |
| All | +513.3% | +95.9% | +417.4% | +262.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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