+4,565.7%
XOM vs RTX
+10,413.0%
-5,847.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.4% |
| 7D | +2.8% | +4.8% | -1.9% | +0.9% |
| 30D | -3.6% | +6.5% | -10.1% | -6.1% |
| 3M | +8.2% | -9.6% | +17.9% | +12.3% |
| 6M | +14.0% | +12.3% | +1.7% | +7.7% |
| YTD | +44.6% | +9.5% | +35.1% | +36.9% |
| 1Y | +47.8% | +15.8% | +31.9% | +36.5% |
| 3Y | +79.6% | +157.0% | -77.4% | +17.3% |
| 5Y | +214.3% | +148.8% | +65.5% | +105.7% |
| 10Y | +204.0% | +264.0% | -60.0% | +68.0% |
| All | +4,565.7% | +10,413.0% | -5,847.4% | +1,160.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling