+56.1%
B vs CORZ
+23.8%
+32.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +1.8% |
| 7D | +1.0% | +7.6% | -6.6% | -0.5% |
| 30D | +9.5% | -6.9% | +16.4% | +10.7% |
| 3M | +14.3% | -33.0% | +47.4% | +22.3% |
| 6M | -1.9% | +19.3% | -21.2% | -7.9% |
| YTD | +4.1% | +24.2% | -20.2% | -1.6% |
| 1Y | +56.1% | +24.5% | +31.6% | +45.0% |
| All | +56.1% | +23.8% | +32.3% | +45.0% |
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 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