-34.1%
CORZ vs BB
+100.0%
-134.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +5.5% | +2.7% | +6.0% |
| 7D | +1.7% | +15.0% | -13.2% | -3.6% |
| 30D | -17.5% | +3.5% | -20.9% | -18.4% |
| 3M | -39.5% | +2.7% | -42.1% | -40.4% |
| 6M | -44.5% | +44.7% | -89.2% | -52.1% |
| YTD | -12.6% | +143.3% | -155.9% | -41.2% |
| All | -34.1% | +100.0% | -134.1% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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