+13,507.3%
GOOGL vs RTX
+1,023.2%
+12,484.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.8% |
| 7D | -2.3% | -5.2% | +2.9% | +0.1% |
| 30D | -6.6% | -9.4% | +2.8% | -2.3% |
| 3M | -8.9% | +12.3% | -21.2% | -14.5% |
| 6M | +11.9% | -3.1% | +15.0% | +12.3% |
| YTD | +8.3% | +10.7% | -2.3% | +1.7% |
| 1Y | +46.2% | +28.4% | +17.8% | +27.2% |
| 3Y | +151.9% | +147.1% | +4.8% | +53.7% |
| 5Y | +137.7% | +167.2% | -29.5% | +36.1% |
| 10Y | +757.6% | +274.7% | +482.8% | +271.2% |
| All | +13,507.3% | +1,023.2% | +12,484.1% | +2,943.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling