+10,035.4%
RTX vs EIX
+1,174.9%
+8,860.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.3% | +2.3% | +3.2% |
| 7D | -3.2% | +0.7% | -3.9% | -3.4% |
| 30D | +5.6% | +8.8% | -3.2% | +3.1% |
| 3M | -11.7% | -10.9% | -0.8% | -10.1% |
| 6M | +12.3% | -10.3% | +22.6% | +13.7% |
| YTD | +8.2% | +5.8% | +2.4% | +4.3% |
| 1Y | +12.6% | +11.4% | +1.2% | +6.9% |
| 3Y | +152.8% | +11.1% | +141.8% | +134.5% |
| 5Y | +140.2% | +18.5% | +121.7% | +116.8% |
| 10Y | +273.8% | +32.2% | +241.5% | +218.9% |
| All | +10,035.4% | +1,174.9% | +8,860.5% | +4,076.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling