+57.9%
BABA vs CORZ
+222.3%
-164.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | -4.8% | +8.4% | -13.1% | -5.5% |
| 30D | -11.9% | -17.8% | +5.9% | -10.5% |
| 3M | -9.3% | -35.9% | +26.6% | -6.3% |
| 6M | -14.2% | +12.9% | -27.2% | -15.7% |
| YTD | -22.0% | +22.9% | -44.9% | -24.0% |
| 1Y | -12.7% | +31.4% | -44.1% | -15.5% |
| All | +57.9% | +222.3% | -164.4% | +37.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling