+420.1%
CORZ vs ACWI
+63.7%
+356.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | 0.0% |
| 7D | +8.4% | +0.5% | +7.9% | +7.2% |
| 30D | -17.8% | +0.9% | -18.7% | -19.3% |
| 3M | -35.9% | +2.4% | -38.3% | -38.7% |
| 6M | +12.9% | +12.4% | +0.6% | -13.1% |
| YTD | +22.9% | +15.2% | +7.7% | -9.5% |
| 1Y | +31.4% | +22.7% | +8.6% | -17.0% |
| All | +420.1% | +63.7% | +356.4% | +93.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 5y: compounded portfolio wealth divided by compounded ACWI 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…
5y analysis · Full analysis span regression · 6 months rolling