+241.9%
CORZ vs A
+34.7%
+207.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +2.6% |
| 7D | -11.2% | -0.1% | -11.2% | -11.0% |
| 30D | -26.2% | +3.4% | -29.6% | -26.8% |
| 3M | -44.1% | +23.8% | -68.0% | -48.6% |
| 6M | -52.3% | +49.0% | -101.3% | -59.8% |
| YTD | -19.2% | +29.4% | -48.6% | -27.7% |
| 1Y | -42.9% | +19.4% | -62.3% | -47.0% |
| All | +241.9% | +34.7% | +207.1% | +188.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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