-7.8%
AAL vs CORZ
+213.0%
-220.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.0% | +3.3% | -0.2% |
| 7D | -0.9% | -3.0% | +2.0% | -0.6% |
| 30D | -16.0% | -12.1% | -3.9% | -14.8% |
| 3M | -4.2% | -32.4% | +28.1% | -0.5% |
| 6M | +15.7% | +12.4% | +3.3% | +12.6% |
| YTD | -16.2% | +19.3% | -35.5% | -19.5% |
| 1Y | +0.2% | +8.6% | -8.4% | -3.0% |
| All | -7.8% | +213.0% | -220.7% | -22.1% |
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 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