+169.3%
RTX vs GPC
+30.9%
+138.4%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.9% |
| 7D | -5.2% | +1.2% | -6.4% | -5.4% |
| 30D | -9.4% | +6.0% | -15.3% | -10.6% |
| 3M | +12.3% | +42.6% | -30.3% | +3.1% |
| 6M | -3.1% | +22.8% | -25.9% | -8.2% |
| YTD | +10.7% | +15.5% | -4.8% | +5.4% |
| 1Y | +28.4% | +2.0% | +26.4% | +26.0% |
| 3Y | +147.1% | -1.4% | +148.5% | +139.8% |
| All | +169.3% | +30.9% | +138.4% | +125.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 5y: compounded portfolio wealth divided by compounded GPC 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…
5y analysis · Full analysis span regression · 6 months rolling