-49.5%
ACN vs CORZ
+213.0%
-262.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -4.0% | +5.2% | +1.2% |
| 7D | -7.9% | -3.0% | -4.9% | -7.9% |
| 30D | -1.1% | -12.1% | +11.0% | -1.0% |
| 3M | +5.6% | -32.4% | +38.0% | +6.0% |
| 6M | -9.9% | +12.4% | -22.3% | -11.6% |
| YTD | -32.3% | +19.3% | -51.6% | -33.9% |
| 1Y | -25.3% | +8.6% | -33.9% | -27.0% |
| All | -49.5% | +213.0% | -262.4% | -54.6% |
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