+10.9%
QCOM vs RTX
+28.6%
-17.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.2% | +3.3% |
| 7D | +5.1% | -3.1% | +8.2% | +5.5% |
| 30D | +4.3% | -10.6% | +14.8% | +5.7% |
| 3M | -19.6% | +11.6% | -31.3% | -22.0% |
| 6M | +29.5% | -4.5% | +34.0% | +29.1% |
| YTD | +3.4% | +9.6% | -6.2% | -0.9% |
| 1Y | +10.9% | +30.8% | -19.9% | +0.4% |
| All | +10.9% | +28.6% | -17.7% | +0.4% |
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