+230.8%
CORZ vs ALK
+6.8%
+224.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -3.2% | -7.6% | -9.4% |
| 7D | -21.1% | +7.1% | -28.2% | -24.3% |
| 30D | -31.8% | -3.0% | -28.8% | -31.4% |
| 3M | -47.7% | -25.6% | -22.1% | -40.7% |
| 6M | -48.7% | +0.5% | -49.2% | -49.7% |
| YTD | -21.8% | -23.1% | +1.2% | -14.8% |
| 1Y | -47.8% | -7.5% | -40.2% | -47.9% |
| All | +230.8% | +6.8% | +224.1% | +214.3% |
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