+7.9%
QCOM vs RTX
+28.8%
-20.9%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.2% |
| 7D | +3.3% | -5.2% | +8.5% | +4.0% |
| 30D | +7.7% | -9.4% | +17.1% | +9.0% |
| 3M | -30.1% | +12.3% | -42.3% | -32.1% |
| 6M | +22.8% | -3.1% | +26.0% | +22.2% |
| YTD | +0.2% | +10.7% | -10.5% | -3.9% |
| 1Y | +7.9% | +28.4% | -20.6% | -1.5% |
| All | +7.9% | +28.8% | -20.9% | -1.5% |
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