+24.5%
CORZ vs AU
+80.8%
-56.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.1% | -3.6% |
| 7D | +7.6% | +0.6% | +7.0% | +7.4% |
| 30D | -6.9% | +12.3% | -19.2% | -9.8% |
| 3M | -33.0% | +29.4% | -62.4% | -37.8% |
| 6M | +19.3% | +3.2% | +16.1% | +14.2% |
| YTD | +24.2% | +31.8% | -7.6% | +17.3% |
| 1Y | +24.5% | +83.4% | -58.9% | +7.6% |
| All | +24.5% | +80.8% | -56.3% | +7.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling