+322.1%
CORZ vs ALHC
-3.8%
+325.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.9% | +2.8% | +1.1% |
| 7D | +23.5% | +0.3% | +23.2% | +23.4% |
| 30D | +7.5% | -10.6% | +18.0% | +8.3% |
| 3M | -26.6% | -45.3% | +18.7% | -23.8% |
| 6M | -39.5% | -59.7% | +20.2% | -36.3% |
| YTD | -0.3% | -62.7% | +62.5% | +5.1% |
| 1Y | -4.2% | -56.1% | +51.9% | -0.7% |
| All | +322.1% | -3.8% | +325.9% | +296.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling