+10,266.7%
RTX vs LNT
+3,155.8%
+7,110.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | -5.2% | -0.1% | -5.1% | -5.1% |
| 30D | -9.4% | -3.2% | -6.2% | -8.2% |
| 3M | +12.3% | -4.1% | +16.4% | +14.1% |
| 6M | -3.1% | -4.6% | +1.4% | -1.5% |
| YTD | +10.7% | +7.0% | +3.7% | +7.2% |
| 1Y | +28.4% | +8.3% | +20.1% | +23.7% |
| 3Y | +147.1% | +51.0% | +96.1% | +104.7% |
| 5Y | +167.2% | +30.2% | +137.1% | +132.6% |
| 10Y | +274.7% | +143.6% | +131.1% | +149.1% |
| All | +10,266.7% | +3,155.8% | +7,110.9% | +2,671.3% |
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