+10,035.4%
RTX vs JCI
+2,280.3%
+7,755.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.8% | -1.2% | +2.3% |
| 7D | -3.2% | -3.4% | +0.2% | -2.3% |
| 30D | +5.6% | -10.1% | +15.7% | +8.2% |
| 3M | -11.7% | -6.8% | -4.9% | -10.5% |
| 6M | +12.3% | +2.0% | +10.3% | +10.5% |
| YTD | +8.2% | +19.2% | -11.0% | +1.6% |
| 1Y | +12.6% | +16.7% | -4.2% | +6.3% |
| 3Y | +152.8% | +194.3% | -41.5% | +82.3% |
| 5Y | +140.2% | +103.0% | +37.2% | +89.0% |
| 10Y | +273.8% | +301.7% | -28.0% | +144.6% |
| All | +10,035.4% | +2,280.3% | +7,755.1% | +3,147.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JCI.
Daily Out/Under-Performance
Portfolio return minus JCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JCI 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 JCI 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