+132.6%
RTX vs CORZ
+225.9%
-93.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.6% |
| 7D | -1.6% | +7.6% | -9.2% | -1.8% |
| 30D | -11.6% | -6.9% | -4.6% | -11.5% |
| 3M | +9.2% | -33.0% | +42.2% | +10.0% |
| 6M | -4.4% | +19.3% | -23.7% | -5.5% |
| YTD | +8.9% | +24.2% | -15.4% | +7.5% |
| 1Y | +32.1% | +24.5% | +7.6% | +30.1% |
| All | +132.6% | +225.9% | -93.3% | +128.5% |
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 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