+3,549.0%
LRCX vs RTX
+286.0%
+3,263.0%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.2% | +0.3% | +0.2% |
| 7D | -3.1% | -1.5% | -1.5% | -2.2% |
| 30D | -8.6% | -11.0% | +2.4% | -2.5% |
| 3M | -17.7% | +7.7% | -25.3% | -22.6% |
| 6M | +36.4% | -3.9% | +40.3% | +37.2% |
| YTD | +74.5% | +9.0% | +65.6% | +62.5% |
| 1Y | +159.4% | +27.3% | +132.2% | +119.2% |
| 3Y | +361.6% | +172.9% | +188.7% | +133.1% |
| 5Y | +425.2% | +165.2% | +260.1% | +164.5% |
| All | +3,549.0% | +286.0% | +3,263.0% | +1,418.7% |
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