+14.2%
CCL vs CORZ
-9.6%
+23.8%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.3% | -0.5% |
| 7D | -1.2% | +23.5% | -24.7% | -4.0% |
| 30D | +13.1% | +7.5% | +5.7% | +11.1% |
| 3M | +3.4% | -26.6% | +30.0% | +7.2% |
| 6M | +18.7% | -39.5% | +58.2% | +25.8% |
| YTD | -2.3% | -0.3% | -2.0% | -7.3% |
| 1Y | +14.2% | -4.2% | +18.4% | +7.5% |
| All | +14.2% | -9.6% | +23.8% | +7.5% |
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