+4.5%
RIVN vs CORZ
+223.2%
-218.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -0.8% |
| 7D | +1.8% | +0.3% | +1.6% | +1.7% |
| 30D | +0.6% | -14.0% | +14.7% | +3.5% |
| 3M | +3.2% | -34.1% | +37.2% | +10.7% |
| 6M | -3.7% | +8.5% | -12.2% | -6.7% |
| YTD | -18.7% | +23.2% | -41.9% | -23.6% |
| 1Y | +14.7% | +15.4% | -0.6% | +7.9% |
| All | +4.5% | +223.2% | -218.7% | -34.5% |
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