+286.5%
C vs RTX
+275.7%
+10.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.1% |
| 7D | +3.2% | -3.1% | +6.3% | +5.2% |
| 30D | +1.3% | -10.6% | +11.9% | +8.7% |
| 3M | +3.1% | +11.6% | -8.5% | -4.7% |
| 6M | +29.6% | -4.5% | +34.1% | +32.3% |
| YTD | +19.0% | +9.6% | +9.4% | +10.0% |
| 1Y | +45.6% | +30.8% | +14.8% | +18.5% |
| 3Y | +269.3% | +152.8% | +116.4% | +82.2% |
| 5Y | +131.6% | +167.1% | -35.5% | +5.0% |
| 10Y | +286.5% | +275.2% | +11.4% | +43.8% |
| All | +286.5% | +275.7% | +10.9% | +43.8% |
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 2016-09-08 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling