+281.7%
CORZ vs ALK
+14.6%
+267.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.4% |
| 7D | -7.8% | +12.9% | -20.7% | -12.9% |
| 30D | -14.8% | +5.5% | -20.3% | -17.4% |
| 3M | -32.5% | -12.1% | -20.4% | -29.0% |
| 6M | -42.7% | +1.7% | -44.4% | -44.0% |
| YTD | -9.8% | -17.4% | +7.6% | -4.6% |
| 1Y | -31.9% | -1.9% | -30.0% | -33.7% |
| All | +281.7% | +14.6% | +267.1% | +251.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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