+213,159.3%
LRCX vs RTX
+10,413.0%
+202,746.2%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | +12.7% | +4.8% | +7.9% | +9.7% |
| 30D | -21.3% | +6.5% | -27.8% | -24.3% |
| 3M | -32.9% | -9.6% | -23.3% | -28.8% |
| 6M | -23.4% | +12.3% | -35.7% | -30.3% |
| YTD | +32.4% | +9.5% | +22.9% | +22.2% |
| 1Y | +48.0% | +15.8% | +32.2% | +31.9% |
| 3Y | +243.9% | +157.0% | +86.9% | +78.8% |
| 5Y | +280.6% | +148.8% | +131.8% | +97.9% |
| 10Y | +2,547.5% | +264.0% | +2,283.5% | +932.4% |
| All | +213,159.3% | +10,413.0% | +202,746.2% | +11,363.3% |
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