+1,539.1%
RTX vs LII
+3,124.4%
-1,585.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.8% | -1.0% |
| 7D | -5.2% | -0.7% | -4.4% | -5.0% |
| 30D | -9.4% | -12.6% | +3.2% | -5.9% |
| 3M | +12.3% | -24.4% | +36.7% | +20.2% |
| 6M | -3.1% | -28.7% | +25.6% | +4.9% |
| YTD | +10.7% | -19.1% | +29.8% | +15.1% |
| 1Y | +28.4% | -29.7% | +58.1% | +38.6% |
| 3Y | +147.1% | +4.8% | +142.3% | +128.5% |
| 5Y | +167.2% | +24.6% | +142.7% | +128.5% |
| 10Y | +274.7% | +169.2% | +105.5% | +152.8% |
| All | +1,539.1% | +3,124.4% | -1,585.2% | +481.3% |
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