+30.6%
LMT vs CORZ
+223.2%
-192.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.3% | -4.4% | -1.1% |
| 7D | -0.2% | +0.3% | -0.5% | -0.2% |
| 30D | -13.1% | -14.0% | +1.0% | -13.0% |
| 3M | -3.9% | -34.1% | +30.2% | -3.8% |
| 6M | -18.3% | +8.5% | -26.7% | -18.4% |
| YTD | +10.3% | +23.2% | -12.9% | +10.2% |
| 1Y | +14.2% | +15.4% | -1.1% | +14.1% |
| All | +30.6% | +223.2% | -192.6% | +33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling