+63.8%
AMZN vs CORZ
+237.5%
-173.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.7% | -5.3% | -1.1% |
| 7D | +0.8% | +16.6% | -15.7% | -1.0% |
| 30D | -6.4% | -10.9% | +4.5% | -5.3% |
| 3M | +4.8% | -31.0% | +35.8% | +8.4% |
| 6M | +20.5% | +26.0% | -5.5% | +15.1% |
| YTD | +11.3% | +28.6% | -17.3% | +5.5% |
| 1Y | +9.0% | +34.5% | -25.5% | +2.1% |
| All | +63.8% | +237.5% | -173.7% | +31.9% |
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