+46.3%
RSP vs CORZ
+222.3%
-176.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -0.8% | +8.4% | -9.1% | -1.2% |
| 30D | -0.3% | -17.8% | +17.5% | +0.6% |
| 3M | +4.3% | -35.9% | +40.2% | +6.3% |
| 6M | +8.8% | +12.9% | -4.1% | +7.1% |
| YTD | +15.3% | +22.9% | -7.6% | +12.7% |
| 1Y | +18.3% | +31.4% | -13.1% | +14.8% |
| All | +46.3% | +222.3% | -176.0% | +33.1% |
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