+41.0%
XLE vs RTX
+12.7%
+28.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.6% | -3.1% | +0.7% |
| 7D | -7.9% | -3.2% | -4.7% | -8.1% |
| 30D | -4.8% | +5.6% | -10.4% | -4.3% |
| 3M | +8.4% | -11.7% | +20.1% | +6.8% |
| 6M | +12.7% | +12.3% | +0.4% | +14.1% |
| YTD | +41.3% | +8.2% | +33.1% | +41.4% |
| All | +41.0% | +12.7% | +28.4% | +41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling