+53.3%
XLE vs RTX
+28.6%
+24.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.1% |
| 7D | 0.0% | -3.1% | +3.1% | -0.2% |
| 30D | +12.6% | -10.6% | +23.2% | +12.0% |
| 3M | +11.8% | +11.6% | +0.2% | +12.3% |
| 6M | +16.1% | -4.5% | +20.6% | +18.0% |
| YTD | +46.9% | +9.6% | +37.3% | +45.9% |
| 1Y | +53.3% | +30.8% | +22.4% | +48.6% |
| All | +53.3% | +28.6% | +24.7% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded RTX 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling