+281.7%
CORZ vs AR
+69.3%
+212.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | +4.3% | +7.4% | +10.4% |
| 7D | -7.8% | -5.8% | -2.0% | -6.0% |
| 30D | -14.8% | +4.8% | -19.6% | -15.8% |
| 3M | -32.5% | +1.5% | -34.0% | -33.0% |
| 6M | -42.7% | +4.7% | -47.4% | -44.2% |
| YTD | -9.8% | +9.2% | -19.0% | -15.8% |
| 1Y | -31.9% | +11.2% | -43.1% | -37.1% |
| All | +281.7% | +69.3% | +212.4% | +265.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling