+13.3%
RTX vs O
+9.6%
+3.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -0.9% | -1.3% |
| 7D | +3.4% | -0.4% | +3.8% | +3.5% |
| 30D | +8.4% | +8.3% | +0.1% | +5.3% |
| 3M | -10.7% | -4.0% | -6.7% | -9.6% |
| 6M | +11.7% | -2.6% | +14.3% | +11.8% |
| YTD | +9.3% | +9.9% | -0.6% | +5.3% |
| 1Y | +13.3% | +9.8% | +3.4% | +9.1% |
| All | +13.3% | +9.6% | +3.7% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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