+219.2%
CVX vs RTX
+286.0%
-66.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.7% |
| 7D | +2.6% | -1.5% | +4.2% | +3.5% |
| 30D | +9.8% | -11.0% | +20.8% | +16.6% |
| 3M | +16.2% | +7.7% | +8.5% | +10.7% |
| 6M | +13.6% | -3.9% | +17.5% | +14.0% |
| YTD | +44.4% | +9.0% | +35.4% | +34.2% |
| 1Y | +40.6% | +27.3% | +13.3% | +18.7% |
| 3Y | +48.2% | +172.9% | -124.7% | -24.4% |
| 5Y | +172.3% | +165.2% | +7.1% | +36.9% |
| All | +219.2% | +286.0% | -66.8% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 10y: compounded portfolio wealth divided by compounded RTX 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…
10y analysis · Full analysis span regression · 6 months rolling