+322.1%
CORZ vs AGI
+130.3%
+191.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | +23.5% | -10.1% | +33.6% | +26.4% |
| 30D | +7.5% | -6.5% | +14.0% | +8.8% |
| 3M | -26.6% | -12.8% | -13.8% | -24.2% |
| 6M | -39.5% | -34.3% | -5.2% | -33.7% |
| YTD | -0.3% | -25.6% | +25.3% | +5.0% |
| 1Y | -4.2% | -14.2% | +10.0% | -1.7% |
| All | +322.1% | +130.3% | +191.8% | +258.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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