+366.2%
STX vs RTX
+30.5%
+335.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -2.0% |
| 7D | +9.6% | -1.6% | +11.2% | +9.6% |
| 30D | +10.6% | -11.6% | +22.2% | +10.9% |
| 3M | +4.8% | +9.2% | -4.4% | +2.7% |
| 6M | +137.3% | -4.4% | +141.7% | +144.2% |
| YTD | +222.5% | +8.9% | +213.6% | +215.5% |
| 1Y | +366.2% | +32.1% | +334.1% | +331.3% |
| All | +366.2% | +30.5% | +335.7% | +331.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 1y: compounded portfolio wealth divided by compounded RTX 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…
1y analysis · Full analysis span regression · 6 months rolling