+7,629.3%
RTX vs O
+5,387.7%
+2,241.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.4% |
| 7D | -5.2% | -0.7% | -4.4% | -4.9% |
| 30D | -9.4% | -1.9% | -7.5% | -8.7% |
| 3M | +12.3% | +3.8% | +8.4% | +10.4% |
| 6M | -3.1% | -4.7% | +1.6% | -1.5% |
| YTD | +10.7% | +12.5% | -1.8% | +5.4% |
| 1Y | +28.4% | +10.8% | +17.6% | +22.9% |
| 3Y | +147.1% | +28.8% | +118.3% | +120.0% |
| 5Y | +167.2% | +13.2% | +154.1% | +148.6% |
| 10Y | +274.7% | +53.5% | +221.3% | +204.2% |
| All | +7,629.3% | +5,387.7% | +2,241.6% | +2,133.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling