+157.0%
RTX vs OXY
+1.6%
+155.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | +0.1% |
| 7D | +4.8% | +4.2% | +0.6% | +4.5% |
| 30D | +6.5% | -4.3% | +10.8% | +6.8% |
| 3M | -9.6% | +2.3% | -11.9% | -9.9% |
| 6M | +12.3% | +5.5% | +6.8% | +11.5% |
| YTD | +9.5% | +44.9% | -35.4% | +1.9% |
| 1Y | +15.8% | +42.6% | -26.8% | +8.1% |
| 3Y | +157.0% | +0.7% | +156.3% | +143.9% |
| All | +157.0% | +1.6% | +155.4% | +143.9% |
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