-42.9%
CORZ vs BEN
+54.9%
-97.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +4.7% | -1.4% | +0.2% |
| 7D | -11.2% | +6.6% | -17.9% | -15.0% |
| 30D | -26.2% | +3.8% | -30.1% | -28.0% |
| 3M | -44.1% | +0.2% | -44.4% | -44.3% |
| 6M | -52.3% | +10.4% | -62.7% | -54.5% |
| YTD | -19.2% | +46.2% | -65.4% | -33.9% |
| 1Y | -42.9% | +52.3% | -95.1% | -54.3% |
| All | -42.9% | +54.9% | -97.8% | -54.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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