+404.9%
CORZ vs BBY
+35.1%
+369.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.0% | -4.0% |
| 7D | -3.0% | +0.7% | -3.6% | -3.2% |
| 30D | -12.1% | +5.8% | -17.9% | -13.8% |
| 3M | -32.4% | +18.0% | -50.4% | -36.6% |
| 6M | +12.4% | +39.8% | -27.5% | -2.2% |
| YTD | +19.3% | +35.4% | -16.1% | +4.4% |
| 1Y | +8.6% | +21.4% | -12.8% | -0.6% |
| All | +404.9% | +35.1% | +369.8% | +342.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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