+10.8%
AEP vs CORZ
-41.7%
+52.4%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -10.4% | +9.9% | -0.7% |
| 7D | +0.8% | -14.9% | +15.7% | +0.6% |
| 30D | +7.9% | -23.1% | +31.1% | +7.7% |
| 3M | +1.5% | -44.1% | +45.5% | +0.7% |
| 6M | -2.6% | -39.5% | +36.9% | -3.3% |
| YTD | +14.7% | -12.4% | +27.0% | +13.4% |
| 1Y | +10.8% | -41.3% | +52.1% | +10.4% |
| All | +10.8% | -41.7% | +52.4% | +10.4% |
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