+14.7%
RTX vs USO
+102.2%
-87.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.1% | +5.4% | -3.0% |
| 7D | +1.3% | -12.7% | +14.0% | +0.7% |
| 30D | +7.6% | +1.0% | +6.7% | +7.8% |
| 3M | -8.6% | +25.6% | -34.2% | -7.3% |
| 6M | +15.6% | -1.5% | +17.1% | +16.4% |
| YTD | +9.4% | +110.3% | -100.9% | -0.5% |
| 1Y | +14.7% | +102.2% | -87.5% | +5.7% |
| All | +14.7% | +102.2% | -87.5% | +5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USO.
Daily Out/Under-Performance
Portfolio return minus USO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USO 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 1y: compounded portfolio wealth divided by compounded USO 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…
1y analysis · Full analysis span regression · 6 months rolling