-12.5%
CORZ vs ASX
+142.3%
-154.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | +1.5% |
| 7D | +26.4% | +22.1% | +4.3% | +10.7% |
| 30D | -6.8% | -23.8% | +17.0% | +10.9% |
| 3M | -31.1% | -7.6% | -23.5% | -28.6% |
| 6M | -36.9% | +6.9% | -43.8% | -43.9% |
| YTD | -1.2% | +127.7% | -128.9% | -57.1% |
| 1Y | -12.5% | +144.5% | -157.1% | -64.4% |
| All | -12.5% | +142.3% | -154.8% | -64.4% |
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