+10,099.4%
RTX vs SCHW
+51,683.9%
-41,584.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -1.6% | -1.6% | 0.0% | -1.2% |
| 30D | -11.6% | -1.1% | -10.5% | -11.4% |
| 3M | +9.2% | +20.4% | -11.2% | +4.0% |
| 6M | -4.4% | +13.6% | -18.0% | -7.8% |
| YTD | +8.9% | +7.7% | +1.2% | +6.3% |
| 1Y | +32.1% | +15.2% | +16.9% | +26.6% |
| 3Y | +151.2% | +87.1% | +64.1% | +108.9% |
| 5Y | +162.9% | +57.5% | +105.4% | +121.9% |
| 10Y | +283.9% | +295.1% | -11.2% | +152.5% |
| All | +10,099.4% | +51,683.9% | -41,584.5% | +2,177.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling