+50.0%
BMY vs CORZ
+32.3%
+17.7%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +0.4% | +8.4% | -8.0% | +0.5% |
| 30D | +5.0% | -17.8% | +22.8% | +4.5% |
| 3M | +19.4% | -35.9% | +55.3% | +17.9% |
| 6M | +9.5% | +12.9% | -3.4% | +8.9% |
| YTD | +28.1% | +22.9% | +5.2% | +26.7% |
| 1Y | +50.0% | +31.4% | +18.6% | +45.3% |
| All | +50.0% | +32.3% | +17.7% | +45.3% |
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