+32.0%
RCL vs CORZ
-41.7%
+73.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -10.4% | +16.8% | +7.5% |
| 7D | +11.7% | -14.9% | +26.6% | +13.5% |
| 30D | +21.1% | -23.1% | +44.3% | +24.4% |
| 3M | +2.9% | -44.1% | +46.9% | +9.6% |
| 6M | +29.8% | -39.5% | +69.4% | +36.8% |
| YTD | +21.4% | -12.4% | +33.8% | +22.0% |
| 1Y | +32.0% | -41.3% | +73.3% | +31.9% |
| All | +32.0% | -41.7% | +73.7% | +31.9% |
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