+421.5%
CORZ vs AU
+548.4%
-126.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.5% | +2.8% | +3.2% |
| 7D | +0.3% | -4.3% | +4.5% | +1.1% |
| 30D | -14.0% | +7.3% | -21.3% | -15.2% |
| 3M | -34.1% | +26.3% | -60.4% | -37.1% |
| 6M | +8.5% | +1.8% | +6.7% | +6.1% |
| YTD | +23.2% | +26.8% | -3.6% | +18.1% |
| 1Y | +15.4% | +66.7% | -51.3% | +7.3% |
| All | +421.5% | +548.4% | -126.9% | +363.4% |
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