+420.1%
CORZ vs ALHC
+77.0%
+343.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | 0.0% | -0.1% |
| 7D | +8.4% | -0.6% | +8.9% | +8.4% |
| 30D | -17.8% | -1.0% | -16.8% | -17.8% |
| 3M | -35.9% | -10.2% | -25.7% | -36.0% |
| 6M | +12.9% | -28.3% | +41.2% | +14.2% |
| YTD | +22.9% | -31.4% | +54.3% | +24.6% |
| 1Y | +31.4% | -16.9% | +48.3% | +30.6% |
| All | +420.1% | +77.0% | +343.1% | +369.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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