+144.2%
RTX vs O
+37.3%
+106.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -1.0% |
| 7D | -5.1% | +3.7% | -8.8% | -6.1% |
| 30D | +5.1% | +11.2% | -6.1% | +2.2% |
| 3M | -14.8% | -4.0% | -10.8% | -14.1% |
| 6M | +8.0% | -5.2% | +13.3% | +9.2% |
| YTD | +4.5% | +9.5% | -5.0% | +2.1% |
| 1Y | +9.8% | +10.6% | -0.8% | +7.1% |
| 3Y | +144.2% | +38.1% | +106.1% | +132.3% |
| All | +144.2% | +37.3% | +106.9% | +132.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling