-47.8%
CORZ vs AS
0.0%
-47.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -2.3% | -8.5% | -9.9% |
| 7D | -21.1% | +7.1% | -28.3% | -23.7% |
| 30D | -31.8% | +12.8% | -44.6% | -35.5% |
| 3M | -47.7% | -14.7% | -33.0% | -44.1% |
| 6M | -48.7% | -9.9% | -38.8% | -47.1% |
| YTD | -21.8% | -16.1% | -5.7% | -18.9% |
| 1Y | -47.8% | +0.2% | -48.0% | -51.7% |
| All | -47.8% | 0.0% | -47.8% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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