+29.9%
AAPL vs CORZ
-41.7%
+71.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -10.4% | +15.7% | +5.2% |
| 7D | +1.7% | -14.9% | +16.6% | +1.5% |
| 30D | +5.0% | -23.1% | +28.1% | +4.9% |
| 3M | +13.1% | -44.1% | +57.1% | +13.2% |
| 6M | +26.5% | -39.5% | +66.0% | +26.2% |
| YTD | +28.9% | -12.4% | +41.3% | +27.5% |
| 1Y | +29.9% | -41.3% | +71.2% | +27.2% |
| All | +29.9% | -41.7% | +71.6% | +27.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling