+40.3%
BMY vs CORZ
+12.0%
+28.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +3.3% | -3.5% | -0.1% |
| 7D | -4.8% | +0.3% | -5.0% | -4.7% |
| 30D | -0.1% | -14.0% | +13.9% | -0.4% |
| 3M | +13.1% | -34.1% | +47.2% | +11.8% |
| 6M | +8.4% | +8.5% | -0.1% | +7.7% |
| YTD | +22.0% | +23.2% | -1.2% | +20.5% |
| 1Y | +40.3% | +15.4% | +24.9% | +33.7% |
| All | +40.3% | +12.0% | +28.3% | +33.7% |
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