+2,077.7%
BE vs CORZ
+213.0%
+1,864.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | 0.0% | -2.5% |
| 7D | +9.7% | -3.0% | +12.7% | +11.2% |
| 30D | +22.4% | -12.1% | +34.5% | +29.0% |
| 3M | +10.4% | -32.4% | +42.7% | +27.5% |
| 6M | +67.9% | +12.4% | +55.5% | +62.6% |
| YTD | +197.5% | +19.3% | +178.2% | +186.9% |
| 1Y | +310.6% | +8.6% | +301.9% | +315.0% |
| All | +2,077.7% | +213.0% | +1,864.7% | +1,647.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling