+10,266.7%
RTX vs OXY
+1,363.1%
+8,903.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.3% | -0.4% |
| 7D | -5.2% | +1.6% | -6.7% | -5.6% |
| 30D | -9.4% | +11.6% | -21.0% | -12.1% |
| 3M | +12.3% | +2.8% | +9.5% | +10.8% |
| 6M | -3.1% | +13.0% | -16.2% | -7.9% |
| YTD | +10.7% | +47.4% | -36.7% | -2.6% |
| 1Y | +28.4% | +31.5% | -3.1% | +16.3% |
| 3Y | +147.1% | -1.9% | +149.0% | +137.5% |
| 5Y | +167.2% | +148.0% | +19.3% | +86.8% |
| 10Y | +274.7% | +2.3% | +272.5% | +176.0% |
| All | +10,266.7% | +1,363.1% | +8,903.6% | +3,485.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling