+152.8%
RTX vs LNT
+50.4%
+102.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.9% | -1.3% |
| 7D | -3.1% | +1.0% | -4.1% | -3.4% |
| 30D | -10.6% | -1.1% | -9.5% | -10.3% |
| 3M | +11.6% | -3.6% | +15.2% | +12.9% |
| 6M | -4.5% | -2.7% | -1.9% | -3.8% |
| YTD | +9.6% | +8.0% | +1.6% | +6.6% |
| 1Y | +30.8% | +10.5% | +20.4% | +26.3% |
| 3Y | +152.8% | +49.6% | +103.3% | +119.1% |
| All | +152.8% | +50.4% | +102.4% | +119.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 3y: compounded portfolio wealth divided by compounded LNT 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…
3y analysis · Full analysis span regression · 6 months rolling