+420.1%
CORZ vs AEE
+65.4%
+354.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | +8.4% | +0.3% | +8.0% | +8.4% |
| 30D | -17.8% | -2.3% | -15.5% | -18.0% |
| 3M | -35.9% | +0.2% | -36.1% | -35.9% |
| 6M | +12.9% | -4.7% | +17.7% | +13.0% |
| YTD | +22.9% | +8.1% | +14.8% | +22.6% |
| 1Y | +31.4% | +8.5% | +22.8% | +31.1% |
| All | +420.1% | +65.4% | +354.7% | +591.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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