+833.1%
GLW vs RTX
+286.9%
+546.2%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.3% | -3.5% | -3.3% |
| 7D | +11.7% | -2.0% | +13.7% | +12.8% |
| 30D | +2.7% | -11.2% | +13.9% | +8.8% |
| 3M | -2.8% | +12.0% | -14.9% | -9.8% |
| 6M | +20.2% | -3.6% | +23.7% | +20.5% |
| YTD | +87.3% | +9.2% | +78.1% | +75.6% |
| 1Y | +119.6% | +29.7% | +89.9% | +87.3% |
| 3Y | +453.7% | +152.0% | +301.7% | +218.8% |
| 5Y | +376.1% | +165.8% | +210.3% | +157.7% |
| All | +833.1% | +286.9% | +546.2% | +332.9% |
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