+10,142.3%
RTX vs CB
+7,167.0%
+2,975.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.0% |
| 7D | -3.8% | +2.6% | -6.4% | -4.7% |
| 30D | +4.7% | +11.2% | -6.5% | +0.6% |
| 3M | -13.4% | +5.7% | -19.1% | -15.3% |
| 6M | +11.8% | +15.9% | -4.1% | +5.5% |
| YTD | +5.8% | +20.2% | -14.4% | -1.9% |
| 1Y | +11.9% | +32.4% | -20.5% | 0.0% |
| 3Y | +146.3% | +75.5% | +70.8% | +95.5% |
| 5Y | +134.3% | +105.5% | +28.8% | +74.3% |
| 10Y | +277.9% | +258.5% | +19.4% | +129.9% |
| All | +10,142.3% | +7,167.0% | +2,975.4% | +2,662.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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