+3.6%
QCOM vs RTX
+14.2%
-10.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.2% | +1.7% |
| 7D | +2.0% | +1.4% | +0.5% | +1.8% |
| 30D | +1.2% | +7.8% | -6.6% | +0.9% |
| 3M | +9.1% | -9.8% | +18.9% | +9.9% |
| 6M | -25.0% | +13.5% | -38.5% | -26.7% |
| YTD | +4.8% | +10.9% | -6.1% | +1.0% |
| 1Y | +3.6% | +14.0% | -10.4% | -0.9% |
| All | +3.6% | +14.2% | -10.6% | -0.9% |
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