+230.8%
CORZ vs RBA
+54.6%
+176.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -0.3% | -10.5% | -10.7% |
| 7D | -21.1% | +7.3% | -28.5% | -23.6% |
| 30D | -31.8% | +16.9% | -48.7% | -36.7% |
| 3M | -47.7% | -0.5% | -47.2% | -47.8% |
| 6M | -48.7% | -10.4% | -38.3% | -47.3% |
| YTD | -21.8% | -7.2% | -14.6% | -22.4% |
| 1Y | -47.8% | -2.2% | -45.5% | -50.2% |
| All | +230.8% | +54.6% | +176.2% | +129.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 3y: compounded portfolio wealth divided by compounded RBA 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…
3y analysis · Full analysis span regression · 6 months rolling