+26.5%
BAC vs CORZ
+32.3%
-5.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +0.6% | +8.4% | -7.8% | +0.1% |
| 30D | -0.9% | -17.8% | +16.9% | 0.0% |
| 3M | +16.3% | -35.9% | +52.2% | +18.8% |
| 6M | +26.0% | +12.9% | +13.0% | +21.8% |
| YTD | +15.2% | +22.9% | -7.7% | +10.3% |
| 1Y | +26.5% | +31.4% | -4.8% | +22.4% |
| All | +26.5% | +32.3% | -5.8% | +22.4% |
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