+781.8%
RTX vs USO
-74.0%
+855.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -5.2% | +9.5% | -14.6% | -6.7% |
| 30D | -9.4% | +23.6% | -33.0% | -12.9% |
| 3M | +12.3% | +3.8% | +8.5% | +10.7% |
| 6M | -3.1% | +55.0% | -58.2% | -13.2% |
| YTD | +10.7% | +105.3% | -94.6% | -6.5% |
| 1Y | +28.4% | +91.4% | -63.0% | +9.9% |
| 3Y | +147.1% | +84.6% | +62.5% | +109.3% |
| 5Y | +167.2% | +191.7% | -24.5% | +99.8% |
| 10Y | +274.7% | +73.3% | +201.4% | +191.2% |
| All | +781.8% | -74.0% | +855.8% | +809.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling