+2,235.5%
BE vs CORZ
+237.5%
+1,998.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.7% | +4.9% | +7.8% |
| 7D | +29.8% | +16.6% | +13.2% | +22.6% |
| 30D | +26.4% | -10.9% | +37.2% | +32.3% |
| 3M | +9.3% | -31.0% | +40.3% | +25.1% |
| 6M | +105.1% | +26.0% | +79.0% | +90.5% |
| YTD | +219.0% | +28.6% | +190.4% | +198.8% |
| 1Y | +418.8% | +34.5% | +384.3% | +394.2% |
| All | +2,235.5% | +237.5% | +1,998.0% | +1,720.0% |
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