+365.7%
ALAB vs CORZ
+490.9%
-125.2%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +4.7% | -11.6% | -8.8% |
| 7D | +3.2% | +16.6% | -13.4% | -3.4% |
| 30D | -13.6% | -10.9% | -2.7% | -9.9% |
| 3M | -16.6% | -31.0% | +14.4% | -4.1% |
| 6M | +142.3% | +26.0% | +116.3% | +124.7% |
| YTD | +73.6% | +28.6% | +45.0% | +61.2% |
| 1Y | +33.7% | +34.5% | -0.8% | +23.8% |
| All | +365.7% | +490.9% | -125.2% | +349.6% |
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 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