-1.6%
BA vs CORZ
+237.5%
-239.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.7% | -5.4% | -1.2% |
| 7D | +2.5% | +16.6% | -14.1% | +0.7% |
| 30D | -10.1% | -10.9% | +0.7% | -9.1% |
| 3M | -2.4% | -31.0% | +28.6% | +0.8% |
| 6M | -8.8% | +26.0% | -34.9% | -12.4% |
| YTD | -2.9% | +28.6% | -31.6% | -7.4% |
| 1Y | -8.8% | +34.5% | -43.2% | -14.1% |
| All | -1.6% | +237.5% | -239.1% | -24.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling