+132.8%
RTX vs CORZ
+223.2%
-90.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.5% | -0.3% |
| 7D | -1.5% | +0.3% | -1.8% | -1.6% |
| 30D | -11.0% | -14.0% | +3.1% | -10.7% |
| 3M | +7.7% | -34.1% | +41.8% | +8.5% |
| 6M | -3.9% | +8.5% | -12.4% | -4.7% |
| YTD | +9.0% | +23.2% | -14.3% | +7.6% |
| 1Y | +27.3% | +15.4% | +11.9% | +25.6% |
| All | +132.8% | +223.2% | -90.4% | +128.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling