+45.6%
BMY vs CORZ
-41.7%
+87.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -10.4% | +14.4% | +3.5% |
| 7D | +6.0% | -14.9% | +20.9% | +5.4% |
| 30D | +9.1% | -23.1% | +32.3% | +8.3% |
| 3M | -2.6% | -44.1% | +41.5% | -4.0% |
| 6M | +13.1% | -39.5% | +52.7% | +11.0% |
| YTD | +23.0% | -12.4% | +35.4% | +19.7% |
| 1Y | +45.6% | -41.3% | +86.9% | +46.0% |
| All | +45.6% | -41.7% | +87.2% | +46.0% |
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 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