+9,545.2%
RTX vs RIG
-40.2%
+9,585.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.2% | -0.2% |
| 7D | -5.2% | +0.9% | -6.0% | -5.3% |
| 30D | -9.4% | +13.8% | -23.2% | -11.2% |
| 3M | +12.3% | -6.4% | +18.7% | +12.8% |
| 6M | -3.1% | -8.2% | +5.0% | -3.0% |
| YTD | +10.7% | +41.6% | -31.0% | +3.3% |
| 1Y | +28.4% | +88.7% | -60.3% | +14.1% |
| 3Y | +147.1% | -30.9% | +177.9% | +145.0% |
| 5Y | +167.2% | +57.7% | +109.6% | +117.6% |
| 10Y | +274.7% | -39.3% | +314.0% | +173.3% |
| All | +9,545.2% | -40.2% | +9,585.4% | +6,610.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 RIG 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