-5.5%
AAL vs CORZ
+161.6%
-167.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.0% | -2.0% | -1.2% |
| 7D | -0.1% | +23.5% | -23.5% | -2.7% |
| 30D | +11.7% | +7.5% | +4.2% | +10.0% |
| 3M | -12.5% | -26.6% | +14.0% | -9.9% |
| 6M | +3.6% | -39.5% | +43.1% | +8.2% |
| YTD | -14.1% | -0.3% | -13.8% | -16.2% |
| 1Y | +0.8% | -4.2% | +5.0% | -1.6% |
| All | -5.5% | +161.6% | -167.1% | -19.0% |
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