+290,000.8%
LRCX vs RTX
+10,530.0%
+279,470.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.7% | +5.8% | +5.5% |
| 7D | +1.9% | -5.2% | +7.1% | +5.3% |
| 30D | +0.1% | -9.4% | +9.5% | +6.1% |
| 3M | -8.5% | +12.3% | -20.8% | -16.3% |
| 6M | +38.1% | -3.1% | +41.2% | +37.9% |
| YTD | +80.1% | +10.7% | +69.4% | +65.5% |
| 1Y | +208.1% | +28.4% | +179.6% | +156.9% |
| 3Y | +350.2% | +147.1% | +203.1% | +138.8% |
| 5Y | +430.7% | +167.2% | +263.4% | +163.8% |
| 10Y | +3,633.2% | +274.7% | +3,358.5% | +1,330.0% |
| All | +290,000.8% | +10,530.0% | +279,470.8% | +15,420.0% |
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