+128.3%
CVX vs RTX
+148.8%
-20.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.8% |
| 7D | -1.7% | +1.4% | -3.1% | -2.1% |
| 30D | -0.8% | +7.8% | -8.6% | -2.9% |
| 3M | +9.4% | -9.8% | +19.2% | +12.2% |
| 6M | +17.5% | +13.5% | +4.0% | +12.5% |
| YTD | +43.8% | +10.9% | +32.9% | +37.4% |
| 1Y | +41.9% | +14.0% | +27.9% | +34.1% |
| 3Y | +69.1% | +159.9% | -90.8% | +13.5% |
| 5Y | +128.3% | +151.7% | -23.4% | +51.3% |
| All | +128.3% | +148.8% | -20.5% | +51.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling