+134.1%
RTX vs CORZ
+237.5%
-103.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.7% | -5.7% | -1.1% |
| 7D | -3.1% | +16.6% | -19.6% | -3.4% |
| 30D | -10.6% | -10.9% | +0.3% | -10.4% |
| 3M | +11.6% | -31.0% | +42.7% | +12.4% |
| 6M | -4.5% | +26.0% | -30.6% | -5.7% |
| YTD | +9.6% | +28.6% | -19.1% | +8.1% |
| 1Y | +30.8% | +34.5% | -3.6% | +28.6% |
| All | +134.1% | +237.5% | -103.4% | +129.8% |
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