+91.0%
ADI vs CORZ
+237.5%
-146.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.7% | -4.4% | -0.3% |
| 7D | +2.4% | +16.6% | -14.1% | +0.6% |
| 30D | -6.6% | -10.9% | +4.3% | -5.4% |
| 3M | -9.8% | -31.0% | +21.2% | -6.6% |
| 6M | +15.7% | +26.0% | -10.4% | +12.1% |
| YTD | +35.1% | +28.6% | +6.5% | +29.9% |
| 1Y | +47.7% | +34.5% | +13.2% | +40.4% |
| All | +91.0% | +237.5% | -146.4% | +59.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling