-0.8%
COR vs BEN
+65.1%
-65.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.4% | +2.5% | +3.0% |
| 7D | +7.8% | +6.8% | +1.1% | +8.0% |
| 30D | +7.0% | +18.0% | -11.0% | +8.3% |
| 3M | +16.3% | +7.5% | +8.8% | +16.4% |
| 6M | +41.3% | +14.7% | +26.6% | +41.8% |
| YTD | +7.1% | +56.1% | -49.0% | +5.4% |
| 1Y | -0.8% | +69.6% | -70.4% | -1.5% |
| All | -0.8% | +65.1% | -65.9% | -1.5% |
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