+420.1%
CORZ vs ASX
+324.8%
+95.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +8.4% | -0.7% | +9.1% | +8.8% |
| 30D | -17.8% | +2.0% | -19.8% | -19.0% |
| 3M | -35.9% | -1.3% | -34.6% | -37.1% |
| 6M | +12.9% | +71.4% | -58.5% | -24.9% |
| YTD | +22.9% | +135.3% | -112.5% | -34.5% |
| 1Y | +31.4% | +267.5% | -236.1% | -48.7% |
| All | +420.1% | +324.8% | +95.3% | +79.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling