+4.1%
ACN vs CORZ
-9.6%
+13.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.0% | -0.8% | +0.4% |
| 7D | -3.8% | +23.5% | -27.3% | -0.2% |
| 30D | +16.5% | +7.5% | +9.1% | +19.0% |
| 3M | +41.5% | -26.6% | +68.1% | +36.8% |
| 6M | +60.1% | -39.5% | +99.6% | +52.9% |
| YTD | -3.9% | -0.3% | -3.7% | -5.4% |
| 1Y | +4.1% | -4.2% | +8.3% | +2.8% |
| All | +4.1% | -9.6% | +13.7% | +2.8% |
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