+280.0%
RTX vs CNC
+96.8%
+183.2%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | -0.1% |
| 7D | -2.0% | -3.9% | +1.9% | -1.2% |
| 30D | -11.2% | +0.8% | -12.0% | -11.4% |
| 3M | +12.0% | +0.1% | +12.0% | +11.5% |
| 6M | -3.6% | +79.7% | -83.2% | -15.8% |
| YTD | +9.2% | +58.9% | -49.7% | -3.0% |
| 1Y | +29.7% | +109.1% | -79.4% | +7.4% |
| 3Y | +152.0% | 0.0% | +152.0% | +134.0% |
| 5Y | +165.8% | +9.5% | +156.3% | +132.3% |
| All | +280.0% | +96.8% | +183.2% | +210.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 10y: compounded portfolio wealth divided by compounded CNC 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…
10y analysis · Full analysis span regression · 6 months rolling