+13.9%
COR vs BEN
+42.6%
-28.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +3.5% | -5.4% | -1.4% |
| 7D | +2.8% | +0.2% | +2.5% | +2.9% |
| 30D | +4.5% | -0.5% | +5.1% | +4.6% |
| 3M | +22.7% | +9.7% | +12.9% | +23.6% |
| 6M | -9.7% | +33.9% | -43.6% | -9.0% |
| YTD | -1.4% | +49.0% | -50.4% | -1.1% |
| 1Y | +13.9% | +42.1% | -28.2% | +16.4% |
| All | +13.9% | +42.6% | -28.6% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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