+58.5%
AMAT vs CORZ
-38.8%
+97.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +8.2% | +3.2% | +7.5% |
| 7D | -1.1% | +1.7% | -2.8% | -2.1% |
| 30D | -26.9% | -17.5% | -9.5% | -20.9% |
| 3M | -31.2% | -39.5% | +8.3% | -14.7% |
| 6M | -14.7% | -44.5% | +29.8% | +8.7% |
| YTD | +44.7% | -12.6% | +57.3% | +56.5% |
| All | +58.5% | -38.8% | +97.3% | +79.8% |
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