+34.5%
CORZ vs BTI
+3.8%
+30.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.1% | +4.6% |
| 7D | +16.6% | -1.4% | +17.9% | +16.2% |
| 30D | -10.9% | -7.0% | -3.8% | -12.0% |
| 3M | -31.0% | -6.3% | -24.7% | -32.3% |
| 6M | +26.0% | -2.0% | +28.0% | +23.7% |
| YTD | +28.6% | +0.2% | +28.4% | +26.5% |
| 1Y | +34.5% | +3.8% | +30.7% | +43.6% |
| All | +34.5% | +3.8% | +30.7% | +43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling