+46.9%
CVX vs RTX
+12.8%
+34.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +3.4% | +4.8% | -1.4% | +3.7% |
| 30D | -1.0% | +6.5% | -7.5% | -0.4% |
| 3M | +12.2% | -9.6% | +21.8% | +10.7% |
| 6M | +20.3% | +12.3% | +8.0% | +21.8% |
| YTD | +48.3% | +9.5% | +38.9% | +46.6% |
| 1Y | +46.9% | +15.8% | +31.1% | +44.7% |
| All | +46.9% | +12.8% | +34.1% | +44.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling