+444.5%
CORZ vs AU
+569.6%
-125.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.1% | +5.8% | +4.9% |
| 7D | +16.6% | -0.3% | +16.8% | +16.6% |
| 30D | -10.9% | +12.8% | -23.6% | -12.8% |
| 3M | -31.0% | +28.5% | -59.5% | -34.4% |
| 6M | +26.0% | +4.8% | +21.2% | +22.6% |
| YTD | +28.6% | +31.0% | -2.3% | +22.5% |
| 1Y | +34.5% | +81.4% | -47.0% | +23.6% |
| All | +444.5% | +569.6% | -125.1% | +380.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling