+420.1%
CORZ vs AGI
+197.3%
+222.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.9% | +1.9% | +0.4% |
| 7D | +8.4% | +0.6% | +7.8% | +8.2% |
| 30D | -17.8% | +18.2% | -36.1% | -21.0% |
| 3M | -35.9% | -4.1% | -31.8% | -35.6% |
| 6M | +12.9% | -28.7% | +41.6% | +20.2% |
| YTD | +22.9% | -4.0% | +26.9% | +21.9% |
| 1Y | +31.4% | +17.4% | +13.9% | +25.6% |
| All | +420.1% | +197.3% | +222.8% | +316.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling