-20.2%
BKNG vs CORZ
+8.4%
-28.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.0% | +4.5% | +0.3% |
| 7D | -10.7% | -3.0% | -7.7% | -10.8% |
| 30D | -18.1% | -12.1% | -6.0% | -18.6% |
| 3M | +8.5% | -32.4% | +40.9% | +7.7% |
| 6M | -0.1% | +12.4% | -12.4% | -1.4% |
| YTD | -18.2% | +19.3% | -37.5% | -18.7% |
| All | -20.2% | +8.4% | -28.6% | -24.1% |
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