+230.8%
CORZ vs AR
+63.7%
+167.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -2.8% | -8.0% | -10.0% |
| 7D | -21.1% | -11.7% | -9.4% | -18.3% |
| 30D | -31.8% | +1.8% | -33.6% | -32.0% |
| 3M | -47.7% | +6.0% | -53.7% | -49.0% |
| 6M | -48.7% | -7.0% | -41.7% | -48.2% |
| YTD | -21.8% | +5.6% | -27.4% | -26.3% |
| 1Y | -47.8% | +10.8% | -58.6% | -52.0% |
| All | +230.8% | +63.7% | +167.2% | +219.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling