+191.6%
XOM vs RTX
+286.9%
-95.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | +1.9% | -2.0% | +3.8% | +2.8% |
| 30D | +4.1% | -11.2% | +15.3% | +10.0% |
| 3M | +10.4% | +12.0% | -1.6% | +3.6% |
| 6M | +13.0% | -3.6% | +16.6% | +13.3% |
| YTD | +40.1% | +9.2% | +30.9% | +31.1% |
| 1Y | +51.1% | +29.7% | +21.4% | +28.4% |
| 3Y | +57.7% | +152.0% | -94.2% | -10.2% |
| 5Y | +264.7% | +165.8% | +99.0% | +97.2% |
| All | +191.6% | +286.9% | -95.3% | +36.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling