+117.3%
RCL vs CORZ
+222.3%
-105.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | -5.1% | +8.4% | -13.4% | -6.2% |
| 30D | -19.0% | -17.8% | -1.2% | -16.9% |
| 3M | -9.6% | -35.9% | +26.3% | -4.7% |
| 6M | -6.7% | +12.9% | -19.6% | -9.6% |
| YTD | -3.9% | +22.9% | -26.8% | -8.6% |
| 1Y | -25.1% | +31.4% | -56.4% | -30.3% |
| All | +117.3% | +222.3% | -105.0% | +75.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling