+22.6%
CB vs CORZ
+23.8%
-1.2%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | 0.0% |
| 7D | -0.5% | +7.6% | -8.1% | +0.2% |
| 30D | -3.1% | -6.9% | +3.9% | -3.7% |
| 3M | +4.2% | -33.0% | +37.2% | +1.1% |
| 6M | +4.7% | +19.3% | -14.6% | +7.2% |
| YTD | +8.8% | +24.2% | -15.4% | +12.0% |
| 1Y | +22.6% | +24.5% | -1.9% | +26.8% |
| All | +22.6% | +23.8% | -1.2% | +26.8% |
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