+241.9%
CORZ vs AR
+62.3%
+179.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.8% | +4.2% | +3.6% |
| 7D | -11.2% | -14.3% | +3.0% | -7.3% |
| 30D | -26.2% | +1.4% | -27.7% | -26.4% |
| 3M | -44.1% | +3.4% | -47.5% | -45.1% |
| 6M | -52.3% | -2.1% | -50.2% | -52.6% |
| YTD | -19.2% | +4.7% | -23.9% | -23.7% |
| 1Y | -42.9% | +10.6% | -53.5% | -47.5% |
| All | +241.9% | +62.3% | +179.6% | +231.1% |
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