+318.0%
CORZ vs BTI
+149.4%
+168.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +26.4% | -3.2% | +29.6% | +24.6% |
| 30D | -6.8% | +9.7% | -16.5% | -2.9% |
| 3M | -31.1% | +11.1% | -42.2% | -27.6% |
| 6M | -36.9% | -1.2% | -35.7% | -35.4% |
| YTD | -1.2% | +12.7% | -13.9% | +5.1% |
| 1Y | -12.5% | +15.8% | -28.3% | -5.6% |
| All | +318.0% | +149.4% | +168.6% | +624.0% |
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