+13.4%
BX vs CORZ
+213.0%
-199.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.0% | +1.1% | -2.3% |
| 7D | -8.9% | -3.0% | -6.0% | -8.6% |
| 30D | -14.8% | -12.1% | -2.7% | -13.6% |
| 3M | +6.9% | -32.4% | +39.3% | +11.1% |
| 6M | +16.3% | +12.4% | +3.9% | +11.9% |
| YTD | -16.1% | +19.3% | -35.4% | -20.1% |
| 1Y | -26.8% | +8.6% | -35.4% | -30.1% |
| All | +13.4% | +213.0% | -199.6% | -11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling