+69.9%
AAPL vs CORZ
+213.0%
-143.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -4.0% | +7.5% | +3.7% |
| 7D | -0.5% | -3.0% | +2.5% | -0.4% |
| 30D | +7.1% | -12.1% | +19.2% | +7.7% |
| 3M | +12.1% | -32.4% | +44.5% | +13.8% |
| 6M | +25.4% | +12.4% | +13.1% | +23.4% |
| YTD | +20.5% | +19.3% | +1.2% | +17.7% |
| 1Y | +44.5% | +8.6% | +35.9% | +41.5% |
| All | +69.9% | +213.0% | -143.0% | +50.4% |
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