+78.1%
AXP vs CORZ
+111.9%
-33.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.3% | -4.6% | -1.5% |
| 7D | +0.6% | -11.2% | +11.8% | +1.4% |
| 30D | +5.8% | -26.2% | +32.1% | +8.4% |
| 3M | -6.0% | -44.1% | +38.1% | -1.4% |
| 6M | +0.3% | -52.3% | +52.6% | +5.9% |
| YTD | -12.3% | -19.2% | +7.0% | -13.1% |
| 1Y | -11.2% | -42.9% | +31.6% | -9.1% |
| All | +78.1% | +111.9% | -33.8% | +48.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling