+4.4%
GOOGL vs RTX
+14.1%
-9.7%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.6% | +5.8% | +3.2% |
| 7D | -11.1% | +1.3% | -12.4% | -11.2% |
| 30D | -16.6% | +7.6% | -24.3% | -17.2% |
| 3M | -23.4% | -8.6% | -14.8% | -22.3% |
| 6M | -24.5% | +15.6% | -40.1% | -27.4% |
| YTD | -7.5% | +9.4% | -16.9% | -10.6% |
| 1Y | +4.4% | +14.7% | -10.3% | -0.4% |
| All | +4.4% | +14.1% | -9.7% | -0.4% |
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