-15.9%
CORZ vs AMC
+39.6%
-55.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.2% | +12.1% | +11.2% |
| 7D | +14.2% | -2.8% | +17.0% | +14.8% |
| 30D | -3.0% | +14.0% | -17.0% | -4.9% |
| 3M | -26.3% | +42.5% | -68.8% | -30.6% |
| 6M | -36.5% | +142.6% | -179.1% | -48.6% |
| YTD | +0.1% | +119.2% | -119.2% | -19.9% |
| 1Y | -15.9% | +40.7% | -56.6% | -14.2% |
| All | -15.9% | +39.6% | -55.5% | -14.2% |
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