+425.9%
CORZ vs BTI
+118.5%
+307.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.9% |
| 7D | +7.6% | -2.4% | +10.0% | +6.7% |
| 30D | -6.9% | -4.8% | -2.2% | -8.3% |
| 3M | -33.0% | -8.1% | -24.9% | -34.6% |
| 6M | +19.3% | -4.2% | +23.5% | +18.4% |
| YTD | +24.2% | -1.3% | +25.5% | +24.9% |
| 1Y | +24.5% | +2.1% | +22.4% | +28.0% |
| All | +425.9% | +118.5% | +307.3% | +759.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling