+322.1%
CORZ vs AEIS
+101.8%
+220.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.0% | +5.0% | +3.6% |
| 7D | +23.5% | +11.5% | +12.0% | +14.9% |
| 30D | +7.5% | -15.8% | +23.2% | +20.3% |
| 3M | -26.6% | -33.3% | +6.7% | -5.4% |
| 6M | -39.5% | -35.2% | -4.3% | -22.7% |
| YTD | -0.3% | +5.0% | -5.3% | -11.2% |
| 1Y | -4.2% | +8.5% | -12.7% | -16.4% |
| All | +322.1% | +101.8% | +220.3% | +132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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