+25.9%
LMT vs CORZ
-41.7%
+67.5%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -10.4% | +3.5% | -6.7% |
| 7D | -5.5% | -14.9% | +9.4% | -5.3% |
| 30D | +17.5% | -23.1% | +40.6% | +18.1% |
| 3M | +1.6% | -44.1% | +45.7% | +3.2% |
| 6M | +16.3% | -39.5% | +55.8% | +16.4% |
| YTD | +25.3% | -12.4% | +37.6% | +20.6% |
| 1Y | +25.9% | -41.3% | +67.2% | +21.8% |
| All | +25.9% | -41.7% | +67.5% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 CORZ 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