+241.9%
CORZ vs AEM
+288.7%
-46.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.3% | +2.0% | +2.9% |
| 7D | -11.2% | +15.8% | -27.1% | -16.0% |
| 30D | -26.2% | +6.2% | -32.4% | -27.7% |
| 3M | -44.1% | +14.3% | -58.5% | -46.4% |
| 6M | -52.3% | +1.4% | -53.7% | -53.0% |
| YTD | -19.2% | +13.7% | -33.0% | -22.4% |
| 1Y | -42.9% | +21.3% | -64.2% | -45.7% |
| All | +241.9% | +288.7% | -46.9% | +219.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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