+5.6%
CDE vs CORZ
-41.7%
+47.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -10.4% | +19.1% | +12.2% |
| 7D | +1.1% | -14.9% | +16.0% | +6.0% |
| 30D | -14.5% | -23.1% | +8.6% | -7.4% |
| 3M | -10.1% | -44.1% | +34.0% | +8.0% |
| 6M | -16.9% | -39.5% | +22.6% | -6.0% |
| YTD | -18.1% | -12.4% | -5.8% | -19.0% |
| 1Y | +5.6% | -41.3% | +46.9% | +15.6% |
| All | +5.6% | -41.7% | +47.3% | +15.6% |
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 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