+425.9%
CORZ vs AGI
+197.0%
+228.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -3.7% |
| 7D | +7.6% | +2.2% | +5.4% | +7.1% |
| 30D | -6.9% | +11.3% | -18.2% | -9.2% |
| 3M | -33.0% | +5.6% | -38.7% | -34.3% |
| 6M | +19.3% | -27.7% | +47.0% | +26.6% |
| YTD | +24.2% | -4.1% | +28.3% | +23.3% |
| 1Y | +24.5% | +13.8% | +10.7% | +19.6% |
| All | +425.9% | +197.0% | +228.9% | +320.8% |
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