+96.8%
CAT vs CORZ
+23.8%
+73.0%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | +0.1% |
| 7D | +2.9% | +7.6% | -4.7% | +0.9% |
| 30D | -2.6% | -6.9% | +4.3% | -1.0% |
| 3M | -10.7% | -33.0% | +22.4% | -1.9% |
| 6M | +16.1% | +19.3% | -3.2% | +8.0% |
| YTD | +43.2% | +24.2% | +19.0% | +30.8% |
| 1Y | +96.8% | +24.5% | +72.3% | +81.4% |
| All | +96.8% | +23.8% | +73.0% | +81.4% |
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