+275.2%
RTX vs EIX
+23.2%
+252.0%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.5% | -5.5% | -2.5% |
| 7D | -3.1% | +0.9% | -4.0% | -3.5% |
| 30D | -10.6% | -13.5% | +3.0% | -7.6% |
| 3M | +11.6% | -15.3% | +26.9% | +15.7% |
| 6M | -4.5% | -15.3% | +10.8% | -1.2% |
| YTD | +9.6% | +2.7% | +6.9% | +5.2% |
| 1Y | +30.8% | +17.4% | +13.4% | +19.0% |
| 3Y | +152.8% | -1.3% | +154.2% | +137.8% |
| 5Y | +167.1% | +27.2% | +139.9% | +119.7% |
| 10Y | +275.2% | +22.7% | +252.4% | +192.4% |
| All | +275.2% | +23.2% | +252.0% | +192.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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