-51.7%
ORCL vs RTX
+10.5%
-62.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +0.6% |
| 7D | -11.2% | -5.1% | -6.0% | -11.9% |
| 30D | -18.8% | +5.1% | -24.0% | -18.0% |
| 3M | -18.8% | -14.8% | -4.0% | -19.7% |
| 6M | -39.7% | +8.0% | -47.8% | -39.2% |
| YTD | -39.6% | +4.5% | -44.1% | -41.6% |
| 1Y | -51.7% | +9.8% | -61.6% | -54.7% |
| All | -51.7% | +10.5% | -62.3% | -54.7% |
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