+28.0%
CB vs CORZ
-9.6%
+37.6%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +1.2% |
| 7D | +2.9% | +23.5% | -20.5% | +5.0% |
| 30D | +7.3% | +7.5% | -0.2% | +8.4% |
| 3M | +9.4% | -26.6% | +36.0% | +7.0% |
| 6M | +19.6% | -39.5% | +59.1% | +15.7% |
| YTD | +21.5% | -0.3% | +21.8% | +21.5% |
| 1Y | +28.0% | -4.2% | +32.2% | +27.8% |
| All | +28.0% | -9.6% | +37.6% | +27.8% |
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