+269.8%
CORZ vs ALB
-17.3%
+287.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | -0.1% | +8.3% | +8.2% |
| 7D | +1.7% | +9.5% | -7.7% | -1.4% |
| 30D | -17.5% | -2.1% | -15.3% | -17.1% |
| 3M | -39.5% | -24.1% | -15.3% | -34.8% |
| 6M | -44.5% | -51.0% | +6.5% | -32.0% |
| YTD | -12.6% | -29.3% | +16.7% | -6.1% |
| 1Y | -37.0% | +3.2% | -40.2% | -40.5% |
| All | +269.8% | -17.3% | +287.1% | +214.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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