+11.4%
B vs CORZ
-21.3%
+32.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +11.0% | -12.6% | -3.6% |
| 7D | -2.7% | +14.2% | -16.9% | -5.4% |
| 30D | -4.3% | -3.0% | -1.3% | -4.6% |
| 3M | -2.3% | -26.3% | +24.0% | +3.0% |
| 6M | -16.2% | -36.5% | +20.3% | -10.1% |
| YTD | -8.8% | +0.1% | -8.9% | -12.9% |
| 1Y | +11.4% | -15.9% | +27.2% | +11.1% |
| All | +11.4% | -21.3% | +32.6% | +11.1% |
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