+230.8%
CORZ vs ALB
-18.0%
+248.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | +3.6% | -14.4% | -11.9% |
| 7D | -21.1% | +5.5% | -26.6% | -22.6% |
| 30D | -31.8% | -7.5% | -24.3% | -30.3% |
| 3M | -47.7% | -16.9% | -30.8% | -45.4% |
| 6M | -48.7% | -49.2% | +0.5% | -37.9% |
| YTD | -21.8% | -29.9% | +8.0% | -15.8% |
| 1Y | -47.8% | +8.2% | -56.0% | -51.5% |
| All | +230.8% | -18.0% | +248.8% | +181.9% |
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