+10.9%
CMG vs CORZ
-41.7%
+52.6%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -10.4% | +16.2% | +6.0% |
| 7D | +22.5% | -14.9% | +37.5% | +22.8% |
| 30D | +14.1% | -23.1% | +37.2% | +14.7% |
| 3M | +4.1% | -44.1% | +48.1% | +6.1% |
| 6M | +10.1% | -39.5% | +49.6% | +9.0% |
| YTD | -4.9% | -12.4% | +7.5% | -8.4% |
| 1Y | +10.9% | -41.3% | +52.2% | +8.4% |
| All | +10.9% | -41.7% | +52.6% | +8.4% |
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