+29.4%
B vs CORZ
-41.7%
+71.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -10.4% | +18.7% | +10.2% |
| 7D | +1.1% | -14.9% | +16.0% | +3.9% |
| 30D | +0.3% | -23.1% | +23.5% | +4.9% |
| 3M | +5.4% | -44.1% | +49.5% | +16.7% |
| 6M | +5.5% | -39.5% | +45.0% | +13.3% |
| YTD | -6.3% | -12.4% | +6.0% | -6.1% |
| 1Y | +29.4% | -41.3% | +70.7% | +38.7% |
| All | +29.4% | -41.7% | +71.0% | +38.7% |
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