+263.7%
QCOM vs RTX
+275.7%
-11.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.2% | +3.6% |
| 7D | +5.1% | -3.1% | +8.2% | +6.3% |
| 30D | +4.3% | -10.6% | +14.8% | +8.7% |
| 3M | -19.6% | +11.6% | -31.3% | -23.7% |
| 6M | +29.5% | -4.5% | +34.0% | +30.7% |
| YTD | +3.4% | +9.6% | -6.2% | -1.8% |
| 1Y | +10.9% | +30.8% | -19.9% | -2.3% |
| 3Y | +74.8% | +152.8% | -78.1% | +13.9% |
| 5Y | +36.2% | +167.1% | -130.9% | -14.1% |
| 10Y | +263.7% | +275.2% | -11.4% | +110.8% |
| All | +263.7% | +275.7% | -11.9% | +110.8% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling