+46.0%
XOM vs RTX
+28.8%
+17.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.7% |
| 7D | +1.8% | -5.2% | +6.9% | +1.5% |
| 30D | +5.9% | -9.4% | +15.2% | +5.4% |
| 3M | +5.6% | +12.3% | -6.7% | +6.3% |
| 6M | +7.9% | -3.1% | +11.0% | +9.8% |
| YTD | +35.2% | +10.7% | +24.5% | +34.9% |
| 1Y | +46.0% | +28.4% | +17.6% | +43.0% |
| All | +46.0% | +28.8% | +17.2% | +43.0% |
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