+322.1%
CORZ vs AZO
+17.7%
+304.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +1.0% |
| 7D | +23.5% | +1.3% | +22.1% | +23.6% |
| 30D | +7.5% | +12.0% | -4.5% | +8.1% |
| 3M | -26.6% | +7.2% | -33.8% | -26.3% |
| 6M | -39.5% | -3.2% | -36.3% | -38.7% |
| YTD | -0.3% | -3.9% | +3.6% | +1.8% |
| 1Y | -4.2% | -14.7% | +10.4% | -1.2% |
| All | +322.1% | +17.7% | +304.4% | +282.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 3y: compounded portfolio wealth divided by compounded AZO 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…
3y analysis · Full analysis span regression · 6 months rolling