+837.6%
GLW vs RTX
+275.7%
+562.0%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | -1.0% | +8.5% | +8.1% |
| 7D | +14.0% | -3.1% | +17.1% | +15.8% |
| 30D | +0.4% | -10.6% | +10.9% | +6.0% |
| 3M | -11.3% | +11.6% | -23.0% | -17.6% |
| 6M | +35.1% | -4.5% | +39.6% | +36.2% |
| YTD | +90.5% | +9.6% | +81.0% | +78.4% |
| 1Y | +132.0% | +30.8% | +101.2% | +97.0% |
| 3Y | +463.3% | +152.8% | +310.5% | +223.8% |
| 5Y | +382.5% | +167.1% | +215.4% | +160.5% |
| 10Y | +837.6% | +275.2% | +562.5% | +332.7% |
| All | +837.6% | +275.7% | +562.0% | +332.7% |
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