+272.3%
ALAB vs CORZ
+359.6%
-87.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +11.0% | -4.2% | +2.0% |
| 7D | +3.4% | +14.2% | -10.8% | -1.6% |
| 30D | -28.8% | -3.0% | -25.8% | -27.4% |
| 3M | -26.0% | -26.3% | +0.3% | -15.8% |
| 6M | +11.4% | -36.5% | +47.9% | +34.8% |
| YTD | +38.8% | +0.1% | +38.7% | +44.3% |
| 1Y | +37.8% | -15.9% | +53.7% | +51.8% |
| All | +272.3% | +359.6% | -87.4% | +302.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling