+177.8%
C vs CORZ
+237.5%
-59.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.7% | -5.4% | -1.2% |
| 7D | +3.2% | +16.6% | -13.4% | +1.3% |
| 30D | +1.3% | -10.9% | +12.1% | +2.4% |
| 3M | +3.1% | -31.0% | +34.1% | +6.6% |
| 6M | +29.6% | +26.0% | +3.6% | +24.7% |
| YTD | +19.0% | +28.6% | -9.7% | +13.8% |
| 1Y | +45.6% | +34.5% | +11.2% | +37.9% |
| All | +177.8% | +237.5% | -59.7% | +142.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling