-0.3%
C vs CORZ
-35.0%
+34.7%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.0% | -9.4% | +0.3% |
| 7D | -0.4% | +14.2% | -14.6% | -2.1% |
| 30D | -5.3% | -3.0% | -2.3% | -5.6% |
| 3M | -8.0% | -26.3% | +18.3% | -5.2% |
| 6M | -0.3% | -36.5% | +36.3% | +4.3% |
| All | -0.3% | -35.0% | +34.7% | +4.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling