+1,447.2%
RTX vs LII
+2,734.1%
-1,286.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.7% | -0.7% |
| 7D | -5.1% | -0.6% | -4.5% | -5.0% |
| 30D | +5.1% | -4.6% | +9.7% | +6.2% |
| 3M | -14.8% | -21.2% | +6.4% | -9.2% |
| 6M | +8.0% | -36.4% | +44.5% | +20.9% |
| YTD | +4.5% | -28.9% | +33.4% | +12.3% |
| 1Y | +9.8% | -29.5% | +39.4% | +18.2% |
| 3Y | +144.2% | -8.6% | +152.8% | +134.6% |
| 5Y | +131.4% | +20.2% | +111.2% | +98.8% |
| 10Y | +273.3% | +166.2% | +107.0% | +152.0% |
| All | +1,447.2% | +2,734.1% | -1,286.9% | +466.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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