-8.5%
BX vs CORZ
-41.7%
+33.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -10.4% | +16.6% | +6.9% |
| 7D | +8.3% | -14.9% | +23.2% | +9.4% |
| 30D | +13.5% | -23.1% | +36.7% | +15.6% |
| 3M | -7.6% | -44.1% | +36.5% | -3.3% |
| 6M | +4.0% | -39.5% | +43.6% | +6.3% |
| YTD | -15.2% | -12.4% | -2.8% | -17.9% |
| 1Y | -8.5% | -41.3% | +32.8% | -8.2% |
| All | -8.5% | -41.7% | +33.2% | -8.2% |
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