+180.1%
RCL vs CORZ
+136.6%
+43.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.2% | -2.4% | +0.4% |
| 7D | +8.5% | -7.8% | +16.3% | +9.4% |
| 30D | +20.4% | -14.8% | +35.2% | +22.2% |
| 3M | +11.0% | -32.5% | +43.5% | +15.9% |
| 6M | +24.9% | -42.7% | +67.6% | +32.2% |
| YTD | +23.9% | -9.8% | +33.7% | +21.9% |
| 1Y | +30.8% | -31.9% | +62.8% | +33.2% |
| All | +180.1% | +136.6% | +43.6% | +133.9% |
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 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