+322.1%
CORZ vs ALB
-22.0%
+344.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.4% | +2.4% | +1.4% |
| 7D | +23.5% | -5.8% | +29.2% | +25.6% |
| 30D | +7.5% | -4.5% | +12.0% | +8.7% |
| 3M | -26.6% | -28.1% | +1.5% | -19.6% |
| 6M | -39.5% | -53.2% | +13.7% | -24.8% |
| YTD | -0.3% | -33.3% | +33.0% | +9.1% |
| 1Y | -4.2% | -17.4% | +13.2% | -2.4% |
| All | +322.1% | -22.0% | +344.1% | +265.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling