-12.3%
BA vs CORZ
-18.5%
+6.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.4% | -1.6% |
| 7D | -0.6% | +26.4% | -26.9% | -2.5% |
| 30D | -8.0% | -6.8% | -1.2% | -7.7% |
| 3M | -25.8% | -31.1% | +5.3% | -23.3% |
| 6M | -27.6% | -36.9% | +9.3% | -25.4% |
| YTD | -21.0% | -1.2% | -19.8% | -22.6% |
| 1Y | -12.3% | -12.5% | +0.3% | -15.1% |
| All | -12.3% | -18.5% | +6.3% | -15.1% |
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