Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • BX vs COR✓SelectedUSD · CORBX vs COR performance historyLatest closeAs of-2.84%09/10
Stock and ETF performance explorer

BX vs COR

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-26.8%
COR return
+8.7%
Excess return
-35.5%
Maximum drawdown
-44.8%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioCORExcessAlpha
1D-2.8%-0.7%-2.1%-2.9%
7D-8.9%-4.8%-4.1%-9.3%
30D-14.8%-3.7%-11.1%-15.0%
3M+6.9%+14.3%-7.4%+8.5%
6M+16.3%-8.5%+24.8%+13.3%
YTD-16.1%-4.4%-11.7%-16.8%
1Y-26.8%+9.1%-35.9%-26.9%
All-26.8%+8.7%-35.5%-26.9%

Cumulative growth

Daily Returns

Daily percentage return beside COR.

Daily Out/Under-Performance

Portfolio return minus COR return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × COR 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 COR 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