+9,806.7%
RTX vs EXPD
+30,870.6%
-21,063.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.5% | +1.2% | -2.2% |
| 7D | -3.8% | -4.8% | +1.0% | -2.6% |
| 30D | +4.7% | -1.5% | +6.2% | +5.1% |
| 3M | -13.4% | +4.1% | -17.5% | -14.4% |
| 6M | +11.8% | +24.0% | -12.2% | +5.6% |
| YTD | +5.8% | +27.4% | -21.6% | -1.5% |
| 1Y | +11.9% | +38.4% | -26.5% | +2.0% |
| 3Y | +146.3% | +73.2% | +73.1% | +109.0% |
| 5Y | +134.3% | +59.9% | +74.4% | +99.9% |
| 10Y | +277.9% | +319.9% | -42.0% | +153.7% |
| All | +9,806.7% | +30,870.6% | -21,063.9% | +3,777.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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