+322.1%
CORZ vs ASX
+302.6%
+19.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.0% | +2.3% |
| 7D | +23.5% | +12.4% | +11.1% | +14.4% |
| 30D | +7.5% | -19.8% | +27.3% | +22.8% |
| 3M | -26.6% | -10.3% | -16.3% | -22.4% |
| 6M | -39.5% | +1.2% | -40.7% | -43.0% |
| YTD | -0.3% | +123.0% | -123.3% | -45.8% |
| 1Y | -4.2% | +145.4% | -149.7% | -51.2% |
| All | +322.1% | +302.6% | +19.5% | +48.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling