+163.1%
RTX vs SCHW
+59.3%
+103.9%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -1.5% | -1.9% | +0.3% | -1.1% |
| 30D | -11.0% | -1.6% | -9.3% | -10.6% |
| 3M | +7.7% | +21.3% | -13.6% | +2.8% |
| 6M | -3.9% | +16.5% | -20.4% | -7.6% |
| YTD | +9.0% | +8.4% | +0.5% | +6.4% |
| 1Y | +27.3% | +15.6% | +11.6% | +22.2% |
| 3Y | +172.9% | +86.8% | +86.1% | +130.2% |
| All | +163.1% | +59.3% | +103.9% | +117.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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