+2,168.6%
BE vs CORZ
+225.9%
+1,942.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.4% | +0.6% | -1.5% |
| 7D | +23.9% | +7.6% | +16.3% | +20.7% |
| 30D | +27.8% | -6.9% | +34.8% | +31.8% |
| 3M | +3.7% | -33.0% | +36.7% | +20.1% |
| 6M | +78.0% | +19.3% | +58.6% | +68.6% |
| YTD | +209.9% | +24.2% | +185.7% | +194.1% |
| 1Y | +389.6% | +24.5% | +365.1% | +377.2% |
| All | +2,168.6% | +225.9% | +1,942.6% | +1,691.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling