+70.6%
TXN vs CORZ
+223.2%
-152.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.3% | +0.5% | +3.5% |
| 7D | +4.0% | +0.3% | +3.7% | +3.9% |
| 30D | -2.9% | -14.0% | +11.2% | -1.4% |
| 3M | -9.1% | -34.1% | +25.0% | -5.8% |
| 6M | +36.6% | +8.5% | +28.2% | +34.8% |
| YTD | +57.5% | +23.2% | +34.3% | +52.7% |
| 1Y | +49.5% | +15.4% | +34.2% | +45.2% |
| All | +70.6% | +223.2% | -152.7% | +45.1% |
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 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