-31.9%
CORZ vs AMC
+43.0%
-74.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.8% | +1.5% | +2.9% |
| 7D | -7.8% | +5.5% | -13.3% | -8.7% |
| 30D | -14.8% | +16.1% | -30.9% | -16.8% |
| 3M | -32.5% | +43.0% | -75.4% | -36.5% |
| 6M | -42.7% | +130.7% | -173.4% | -53.2% |
| YTD | -9.8% | +121.8% | -131.6% | -28.4% |
| 1Y | -31.9% | +40.7% | -72.6% | -30.2% |
| All | -31.9% | +43.0% | -74.9% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 1y: compounded portfolio wealth divided by compounded AMC 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…
1y analysis · Full analysis span regression · 6 months rolling