+140.2%
RTX vs LSCC
+36.6%
+103.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +8.4% | -4.9% | +2.9% |
| 7D | -3.2% | +19.3% | -22.5% | -4.6% |
| 30D | +5.6% | -9.6% | +15.2% | +6.2% |
| 3M | -11.7% | -12.4% | +0.7% | -11.1% |
| 6M | +12.3% | -10.5% | +22.8% | +11.8% |
| YTD | +8.2% | +54.8% | -46.6% | +1.4% |
| 1Y | +12.6% | +79.4% | -66.8% | +3.9% |
| 3Y | +152.8% | +109.6% | +43.2% | +120.6% |
| 5Y | +140.2% | +40.4% | +99.8% | +112.0% |
| All | +140.2% | +36.6% | +103.6% | +112.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 5y: compounded portfolio wealth divided by compounded LSCC 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…
5y analysis · Full analysis span regression · 6 months rolling