+33,471.1%
ORCL vs RTX
+10,530.0%
+22,941.1%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.7% | +3.4% |
| 7D | +5.3% | -5.2% | +10.4% | +7.9% |
| 30D | +10.0% | -9.4% | +19.3% | +15.0% |
| 3M | -32.6% | +12.3% | -44.9% | -36.9% |
| 6M | +4.9% | -3.1% | +8.1% | +4.7% |
| YTD | -17.8% | +10.7% | -28.4% | -23.3% |
| 1Y | -28.0% | +28.4% | -56.4% | -37.8% |
| 3Y | +36.0% | +147.1% | -111.0% | -15.9% |
| 5Y | +88.7% | +167.2% | -78.5% | +9.9% |
| 10Y | +346.9% | +274.7% | +72.2% | +99.4% |
| All | +33,471.1% | +10,530.0% | +22,941.1% | +2,917.1% |
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