-41.3%
CORZ vs ASX
+144.4%
-185.7%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -3.9% | -6.4% | -7.6% |
| 7D | -14.9% | -14.6% | -0.3% | -5.1% |
| 30D | -23.1% | -21.1% | -2.1% | -9.6% |
| 3M | -44.1% | -3.1% | -41.0% | -43.4% |
| 6M | -39.5% | +17.4% | -56.9% | -49.8% |
| YTD | -12.4% | +135.3% | -147.7% | -64.6% |
| 1Y | -41.3% | +146.5% | -187.8% | -77.8% |
| All | -41.3% | +144.4% | -185.7% | -77.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 ASX 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