-34.1%
CORZ vs ASX
+126.1%
-160.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +8.6% | -0.5% | +2.3% |
| 7D | +1.7% | -12.3% | +14.0% | +10.1% |
| 30D | -17.5% | -26.0% | +8.5% | +0.2% |
| 3M | -39.5% | -8.1% | -31.4% | -37.2% |
| 6M | -44.5% | +1.4% | -45.9% | -49.4% |
| YTD | -12.6% | +115.6% | -128.2% | -63.2% |
| All | -34.1% | +126.1% | -160.2% | -74.0% |
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