+43.4%
CCL vs CORZ
+225.9%
-182.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.3% | -1.6% |
| 7D | -4.4% | +7.6% | -12.0% | -5.6% |
| 30D | -18.2% | -6.9% | -11.3% | -17.5% |
| 3M | -17.7% | -33.0% | +15.3% | -13.3% |
| 6M | -13.0% | +19.3% | -32.3% | -17.2% |
| YTD | -24.5% | +24.2% | -48.7% | -29.0% |
| 1Y | -26.9% | +24.5% | -51.4% | -32.1% |
| All | +43.4% | +225.9% | -182.5% | +6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling