+988.1%
CLS vs CORZ
+225.9%
+762.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.4% | +4.5% | +2.3% |
| 7D | +20.1% | +7.6% | +12.5% | +17.3% |
| 30D | +6.0% | -6.9% | +13.0% | +8.7% |
| 3M | -10.3% | -33.0% | +22.7% | +1.4% |
| 6M | +24.5% | +19.3% | +5.2% | +18.1% |
| YTD | +12.9% | +24.2% | -11.4% | +5.4% |
| 1Y | +36.7% | +24.5% | +12.2% | +28.0% |
| All | +988.1% | +225.9% | +762.1% | +809.0% |
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