+55.5%
CB vs CORZ
+111.9%
-56.4%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.3% | -5.1% | -1.7% |
| 7D | +0.2% | -11.2% | +11.5% | -0.1% |
| 30D | +9.1% | -26.2% | +35.3% | +8.1% |
| 3M | +3.4% | -44.1% | +47.5% | +1.7% |
| 6M | +14.1% | -52.3% | +66.3% | +12.0% |
| YTD | +18.0% | -19.2% | +37.2% | +17.3% |
| 1Y | +30.1% | -42.9% | +73.0% | +28.8% |
| All | +55.5% | +111.9% | -56.4% | +57.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling