+26.8%
AZN vs CORZ
+223.2%
-196.5%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -2.9% | +0.4% |
| 7D | -1.6% | +0.3% | -1.8% | -1.5% |
| 30D | +1.1% | -14.0% | +15.1% | +0.9% |
| 3M | -12.1% | -34.1% | +22.0% | -12.2% |
| 6M | -17.1% | +8.5% | -25.6% | -17.3% |
| YTD | -12.0% | +23.2% | -35.2% | -12.1% |
| 1Y | -0.2% | +15.4% | -15.6% | -0.6% |
| All | +26.8% | +223.2% | -196.5% | +27.0% |
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