+57.1%
BABA vs CORZ
+237.5%
-180.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.7% | -5.2% | -0.9% |
| 7D | -0.2% | +16.6% | -16.7% | -1.6% |
| 30D | -12.3% | -10.9% | -1.4% | -11.5% |
| 3M | -5.3% | -31.0% | +25.7% | -2.8% |
| 6M | -13.1% | +26.0% | -39.1% | -15.3% |
| YTD | -22.4% | +28.6% | -51.1% | -24.7% |
| 1Y | -19.5% | +34.5% | -53.9% | -22.2% |
| All | +57.1% | +237.5% | -180.4% | +36.2% |
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