+10,239.8%
RTX vs COO
+5,462.0%
+4,777.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.1% |
| 7D | -1.7% | +4.5% | -6.2% | -2.1% |
| 30D | +7.7% | +16.9% | -9.2% | +6.4% |
| 3M | -10.3% | -16.7% | +6.4% | -9.2% |
| 6M | +14.6% | +5.9% | +8.6% | +13.8% |
| YTD | +10.4% | -22.4% | +32.8% | +12.2% |
| 1Y | +13.5% | -10.1% | +23.6% | +14.1% |
| 3Y | +158.6% | -22.8% | +181.4% | +161.3% |
| 5Y | +147.3% | -41.4% | +188.7% | +154.1% |
| 10Y | +268.6% | +41.3% | +227.4% | +258.4% |
| All | +10,239.8% | +5,462.0% | +4,777.9% | +8,762.9% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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