+10.3%
TSLA vs RTX
+148.8%
-138.5%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.7% |
| 7D | +1.5% | +1.4% | 0.0% | +1.0% |
| 30D | +3.4% | +7.8% | -4.4% | +0.5% |
| 3M | +17.4% | -9.8% | +27.2% | +22.0% |
| 6M | -12.2% | +13.5% | -25.7% | -18.3% |
| YTD | -13.1% | +10.9% | -24.0% | -19.0% |
| 1Y | -11.1% | +14.0% | -25.1% | -18.2% |
| 3Y | +82.1% | +159.9% | -77.8% | +11.5% |
| 5Y | +10.3% | +151.7% | -141.4% | -35.4% |
| All | +10.3% | +148.8% | -138.5% | -35.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling