+1.3%
AXP vs CORZ
+37.7%
-36.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.7% | -4.7% | -0.3% |
| 7D | +0.6% | +16.6% | -16.0% | -0.2% |
| 30D | -4.3% | -10.9% | +6.5% | -3.9% |
| 3M | +4.7% | -31.0% | +35.7% | +6.2% |
| 6M | +9.0% | +26.0% | -17.1% | +5.8% |
| YTD | -11.1% | +28.6% | -39.8% | -13.4% |
| 1Y | +1.3% | +34.5% | -33.2% | +1.4% |
| All | +1.3% | +37.7% | -36.4% | +1.4% |
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