+280.0%
RTX vs OXY
+7.0%
+273.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | -2.0% | +1.4% | -3.4% | -2.3% |
| 30D | -11.2% | +4.0% | -15.2% | -12.1% |
| 3M | +12.0% | +7.6% | +4.4% | +9.6% |
| 6M | -3.6% | +16.2% | -19.8% | -8.4% |
| YTD | +9.2% | +50.8% | -41.6% | -3.1% |
| 1Y | +29.7% | +34.7% | -5.0% | +18.0% |
| 3Y | +152.0% | -1.0% | +153.0% | +143.3% |
| 5Y | +165.8% | +163.2% | +2.6% | +88.5% |
| All | +280.0% | +7.0% | +273.1% | +171.7% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 10y: compounded portfolio wealth divided by compounded OXY 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…
10y analysis · Full analysis span regression · 6 months rolling