+1,290.8%
RGTI vs CORZ
+213.0%
+1,077.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.0% | +3.5% | +1.0% |
| 7D | -0.1% | -3.0% | +2.8% | +1.0% |
| 30D | -16.2% | -12.1% | -4.1% | -12.1% |
| 3M | -22.0% | -32.4% | +10.3% | -10.6% |
| 6M | -10.8% | +12.4% | -23.1% | -13.4% |
| YTD | -31.6% | +19.3% | -50.9% | -34.5% |
| 1Y | -6.4% | +8.6% | -15.0% | -7.0% |
| All | +1,290.8% | +213.0% | +1,077.9% | +858.8% |
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 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