+28.4%
RTX vs XLU
+4.9%
+23.5%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -5.2% | +0.8% | -6.0% | -5.5% |
| 30D | -9.4% | -1.3% | -8.1% | -8.9% |
| 3M | +12.3% | -1.3% | +13.6% | +12.6% |
| 6M | -3.1% | -7.6% | +4.5% | +0.1% |
| YTD | +10.7% | +2.3% | +8.4% | +8.1% |
| 1Y | +28.4% | +5.8% | +22.6% | +19.9% |
| All | +28.4% | +4.9% | +23.5% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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