+318.0%
CORZ vs AU
+444.0%
-126.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.8% | +3.5% | -0.4% |
| 7D | +26.4% | -1.1% | +27.4% | +26.5% |
| 30D | -6.8% | -4.4% | -2.4% | -6.1% |
| 3M | -31.1% | -10.0% | -21.1% | -29.7% |
| 6M | -36.9% | -14.5% | -22.4% | -35.8% |
| YTD | -1.2% | +6.4% | -7.6% | -2.2% |
| 1Y | -12.5% | +7.7% | -20.2% | -13.5% |
| All | +318.0% | +444.0% | -126.0% | +283.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling