+92.0%
ADI vs CORZ
+225.9%
-133.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +0.9% |
| 7D | +2.6% | +7.6% | -5.0% | +1.7% |
| 30D | -4.6% | -6.9% | +2.3% | -3.9% |
| 3M | -9.5% | -33.0% | +23.5% | -6.0% |
| 6M | +14.8% | +19.3% | -4.5% | +12.0% |
| YTD | +35.8% | +24.2% | +11.6% | +31.1% |
| 1Y | +48.9% | +24.5% | +24.4% | +42.8% |
| All | +92.0% | +225.9% | -133.9% | +61.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling