+79.5%
AXP vs CORZ
+136.6%
-57.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.2% | -3.5% | -0.6% |
| 7D | -0.6% | -7.8% | +7.2% | 0.0% |
| 30D | +5.0% | -14.8% | +19.8% | +6.0% |
| 3M | -4.2% | -32.5% | +28.2% | -1.3% |
| 6M | +2.9% | -42.7% | +45.7% | +6.7% |
| YTD | -11.6% | -9.8% | -1.8% | -13.4% |
| 1Y | -11.1% | -31.9% | +20.8% | -10.5% |
| All | +79.5% | +136.6% | -57.1% | +48.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling