+42.8%
LRCX vs RTX
+14.1%
+28.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.6% | -1.4% | -3.7% |
| 7D | -12.8% | +1.3% | -14.1% | -12.9% |
| 30D | -36.0% | +7.6% | -43.6% | -36.7% |
| 3M | -30.2% | -8.6% | -21.6% | -28.7% |
| 6M | -14.2% | +15.6% | -29.8% | -21.6% |
| YTD | +29.7% | +9.4% | +20.4% | +20.1% |
| 1Y | +42.8% | +14.7% | +28.1% | +29.1% |
| All | +42.8% | +14.1% | +28.7% | +29.1% |
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