+322.1%
CORZ vs ACI
-33.7%
+355.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +0.7% |
| 7D | +23.5% | +2.3% | +21.2% | +24.5% |
| 30D | +7.5% | +1.2% | +6.2% | +8.6% |
| 3M | -26.6% | +6.8% | -33.4% | -24.2% |
| 6M | -39.5% | -18.7% | -20.8% | -39.7% |
| YTD | -0.3% | -20.2% | +19.9% | -0.6% |
| 1Y | -4.2% | -23.7% | +19.5% | -5.1% |
| All | +322.1% | -33.7% | +355.8% | +296.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling