+10,152.6%
RTX vs LNT
+3,444.2%
+6,708.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | +4.8% | +1.0% | +3.7% | +4.3% |
| 30D | +6.5% | +9.6% | -3.1% | +2.4% |
| 3M | -9.6% | +5.4% | -15.0% | -11.7% |
| 6M | +12.3% | +3.1% | +9.2% | +10.6% |
| YTD | +9.5% | +16.5% | -7.0% | +2.3% |
| 1Y | +15.8% | +12.3% | +3.5% | +9.9% |
| 3Y | +157.0% | +70.3% | +86.7% | +102.5% |
| 5Y | +148.8% | +56.4% | +92.4% | +100.4% |
| 10Y | +264.0% | +184.3% | +79.7% | +127.5% |
| All | +10,152.6% | +3,444.2% | +6,708.4% | +2,542.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling