+8.9%
CAT vs CORZ
-41.7%
+50.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -10.4% | +5.2% | -2.4% |
| 7D | -17.1% | -14.9% | -2.2% | -13.5% |
| 30D | -30.1% | -23.1% | -7.0% | -25.4% |
| 3M | -32.4% | -44.1% | +11.7% | -21.8% |
| 6M | -32.1% | -39.5% | +7.4% | -24.4% |
| YTD | +4.1% | -12.4% | +16.5% | +3.0% |
| 1Y | +8.9% | -41.3% | +50.2% | +13.4% |
| All | +8.9% | -41.7% | +50.6% | +13.4% |
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