+152.8%
RTX vs USO
+86.9%
+65.9%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.9% | -3.9% | -1.0% |
| 7D | -3.1% | +3.6% | -6.7% | -3.2% |
| 30D | -10.6% | +23.8% | -34.3% | -11.0% |
| 3M | +11.6% | +8.1% | +3.6% | +11.5% |
| 6M | -4.5% | +34.3% | -38.8% | -7.3% |
| YTD | +9.6% | +111.1% | -101.6% | +0.2% |
| 1Y | +30.8% | +99.9% | -69.1% | +20.3% |
| 3Y | +152.8% | +86.5% | +66.3% | +128.1% |
| All | +152.8% | +86.9% | +65.9% | +128.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling