+79.3%
ADI vs CORZ
-41.7%
+121.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -10.4% | +7.2% | -1.3% |
| 7D | -5.1% | -14.9% | +9.8% | -2.4% |
| 30D | -3.1% | -23.1% | +20.1% | +1.2% |
| 3M | +7.1% | -44.1% | +51.2% | +17.4% |
| 6M | +2.9% | -39.5% | +42.4% | +11.4% |
| YTD | +51.1% | -12.4% | +63.5% | +55.6% |
| 1Y | +79.3% | -41.3% | +120.6% | +93.8% |
| All | +79.3% | -41.7% | +121.0% | +93.8% |
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