+22.7%
C vs RTX
+12.7%
+10.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +3.6% | -1.1% | +1.3% |
| 7D | -0.9% | -3.2% | +2.3% | 0.0% |
| 30D | -5.4% | +5.6% | -11.0% | -7.0% |
| 3M | -9.2% | -11.7% | +2.5% | -5.9% |
| 6M | -1.8% | +12.3% | -14.1% | -5.4% |
| YTD | +6.7% | +8.2% | -1.5% | +4.0% |
| All | +22.7% | +12.7% | +10.0% | +18.3% |
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 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