-3.6%
BA vs CORZ
+225.9%
-229.5%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -1.7% |
| 7D | -1.2% | +7.6% | -8.8% | -2.0% |
| 30D | -11.3% | -6.9% | -4.4% | -10.8% |
| 3M | -3.8% | -33.0% | +29.3% | -0.3% |
| 6M | -8.3% | +19.3% | -27.6% | -11.3% |
| YTD | -4.9% | +24.2% | -29.2% | -8.9% |
| 1Y | -10.1% | +24.5% | -34.6% | -14.6% |
| All | -3.6% | +225.9% | -229.5% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling