+116.7%
RCL vs CORZ
+237.5%
-120.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.0% | -0.9% |
| 7D | -0.5% | +16.6% | -17.0% | -2.7% |
| 30D | -17.3% | -10.9% | -6.5% | -16.2% |
| 3M | -2.8% | -31.0% | +28.3% | +1.5% |
| 6M | -4.4% | +26.0% | -30.4% | -8.7% |
| YTD | -4.2% | +28.6% | -32.8% | -9.5% |
| 1Y | -23.4% | +34.5% | -57.8% | -29.0% |
| All | +116.7% | +237.5% | -120.7% | +73.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling