-29.6%
CLS vs CORZ
-41.7%
+12.1%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | -10.4% | +1.3% | -2.8% |
| 7D | -21.1% | -14.9% | -6.2% | -13.4% |
| 30D | -38.2% | -23.1% | -15.1% | -28.0% |
| 3M | -36.3% | -44.1% | +7.8% | -11.5% |
| 6M | -43.8% | -39.5% | -4.3% | -27.2% |
| YTD | -20.0% | -12.4% | -7.7% | -17.7% |
| 1Y | -29.6% | -41.3% | +11.7% | -0.8% |
| All | -29.6% | -41.7% | +12.1% | -0.8% |
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