+1,300.9%
RGTI vs CORZ
+223.2%
+1,077.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | -0.5% |
| 7D | +0.5% | +0.3% | +0.2% | +0.3% |
| 30D | -17.1% | -14.0% | -3.1% | -12.3% |
| 3M | -26.0% | -34.1% | +8.1% | -14.4% |
| 6M | -9.9% | +8.5% | -18.3% | -11.5% |
| YTD | -31.1% | +23.2% | -54.3% | -34.8% |
| 1Y | -8.5% | +15.4% | -23.9% | -10.9% |
| All | +1,300.9% | +223.2% | +1,077.7% | +853.7% |
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