+152.8%
RTX vs XME
+101.1%
+51.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.5% | -1.9% | +2.6% |
| 7D | -3.2% | +0.9% | -4.1% | -3.4% |
| 30D | +5.6% | -7.3% | +12.9% | +6.8% |
| 3M | -11.7% | -14.8% | +3.1% | -9.5% |
| 6M | +12.3% | -18.4% | +30.7% | +15.6% |
| YTD | +8.2% | -4.7% | +12.9% | +7.4% |
| 1Y | +12.6% | +5.7% | +6.9% | +9.4% |
| 3Y | +152.8% | +104.0% | +48.9% | +112.5% |
| All | +152.8% | +101.1% | +51.8% | +112.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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