+46.9%
BABA vs CORZ
+129.2%
-82.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +8.2% | -11.9% | -4.4% |
| 7D | +3.8% | +1.7% | +2.1% | +3.3% |
| 30D | -5.4% | -17.5% | +12.1% | -4.3% |
| 3M | -17.9% | -39.5% | +21.5% | -14.8% |
| 6M | -24.1% | -44.5% | +20.4% | -21.0% |
| YTD | -27.4% | -12.6% | -14.8% | -27.5% |
| 1Y | -36.1% | -37.0% | +0.9% | -34.9% |
| All | +46.9% | +129.2% | -82.3% | +31.1% |
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 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