+420.1%
CORZ vs BDX
+4.0%
+416.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.5% | -0.4% |
| 7D | +8.4% | -2.5% | +10.9% | +7.8% |
| 30D | -17.8% | +8.3% | -26.1% | -16.3% |
| 3M | -35.9% | +24.4% | -60.3% | -32.9% |
| 6M | +12.9% | +9.2% | +3.8% | +17.5% |
| YTD | +22.9% | +22.7% | +0.2% | +29.1% |
| 1Y | +31.4% | +25.9% | +5.5% | +39.0% |
| All | +420.1% | +4.0% | +416.1% | +429.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 all: compounded portfolio wealth divided by compounded BDX 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…
all analysis · Full analysis span regression · 6 months rolling