+152.8%
RTX vs COP
+20.8%
+132.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.6% | -1.6% | -1.1% |
| 7D | -3.1% | -0.8% | -2.3% | -3.0% |
| 30D | -10.6% | +15.6% | -26.1% | -12.4% |
| 3M | +11.6% | +14.3% | -2.7% | +9.3% |
| 6M | -4.5% | +17.0% | -21.5% | -7.5% |
| YTD | +9.6% | +47.4% | -37.9% | +0.5% |
| 1Y | +30.8% | +52.4% | -21.6% | +18.8% |
| 3Y | +152.8% | +20.8% | +132.0% | +136.5% |
| All | +152.8% | +20.8% | +132.1% | +136.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded COP 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling