+216.0%
C vs RTX
+156.3%
+59.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.2% | -0.1% |
| 7D | +4.2% | +4.8% | -0.6% | +2.5% |
| 30D | +2.0% | +6.5% | -4.5% | -0.3% |
| 3M | -10.1% | -9.6% | -0.5% | -7.1% |
| 6M | +1.0% | +12.3% | -11.3% | -3.3% |
| YTD | +8.5% | +9.5% | -1.0% | +4.4% |
| 1Y | +25.7% | +15.8% | +9.9% | +18.5% |
| 3Y | +216.0% | +157.0% | +59.0% | +129.1% |
| All | +216.0% | +156.3% | +59.7% | +129.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling