+133.6%
RTX vs CORZ
+159.1%
-25.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.4% |
| 7D | +3.4% | +26.4% | -23.0% | +2.8% |
| 30D | +8.4% | -6.8% | +15.2% | +8.4% |
| 3M | -10.7% | -31.1% | +20.4% | -10.1% |
| 6M | +11.7% | -36.9% | +48.6% | +12.3% |
| YTD | +9.3% | -1.2% | +10.6% | +8.2% |
| 1Y | +13.3% | -12.5% | +25.8% | +12.4% |
| All | +133.6% | +159.1% | -25.5% | +130.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling