+174.5%
RTX vs OXY
-2.9%
+177.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.0% | -2.0% | -1.1% |
| 7D | -3.1% | -0.5% | -2.6% | -3.1% |
| 30D | -10.6% | +8.5% | -19.0% | -11.2% |
| 3M | +11.6% | +6.0% | +5.6% | +11.0% |
| 6M | -4.5% | +13.0% | -17.5% | -6.7% |
| YTD | +9.6% | +48.9% | -39.3% | +1.7% |
| 1Y | +30.8% | +36.4% | -5.6% | +23.2% |
| All | +174.5% | -2.9% | +177.4% | +168.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling