+755.6%
GOOGL vs RTX
+286.0%
+469.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.2% | +2.0% | +1.8% |
| 7D | 0.0% | -1.5% | +1.6% | +0.5% |
| 30D | -1.4% | -11.0% | +9.6% | +2.5% |
| 3M | -5.3% | +7.7% | -13.0% | -8.2% |
| 6M | +9.8% | -3.9% | +13.7% | +10.6% |
| YTD | +8.4% | +9.0% | -0.6% | +4.1% |
| 1Y | +41.2% | +27.3% | +13.9% | +27.9% |
| 3Y | +149.6% | +172.9% | -23.3% | +65.8% |
| 5Y | +142.6% | +165.2% | -22.6% | +60.1% |
| All | +755.6% | +286.0% | +469.6% | +398.9% |
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