+4,942.5%
CVX vs RTX
+10,413.0%
-5,470.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | +3.4% | +4.8% | -1.4% | +1.4% |
| 30D | -1.0% | +6.5% | -7.5% | -3.7% |
| 3M | +12.2% | -9.6% | +21.8% | +16.6% |
| 6M | +20.3% | +12.3% | +8.0% | +13.3% |
| YTD | +48.3% | +9.5% | +38.9% | +39.9% |
| 1Y | +46.9% | +15.8% | +31.1% | +35.0% |
| 3Y | +73.1% | +157.0% | -83.9% | +10.3% |
| 5Y | +135.2% | +148.8% | -13.6% | +49.7% |
| 10Y | +214.4% | +264.0% | -49.6% | +69.1% |
| All | +4,942.5% | +10,413.0% | -5,470.5% | +1,251.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling