+34.5%
CORZ vs BEN
+45.8%
-11.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.2% | +4.9% | +4.8% |
| 7D | +16.6% | +4.7% | +11.9% | +14.0% |
| 30D | -10.9% | +2.6% | -13.5% | -11.9% |
| 3M | -31.0% | +11.5% | -42.5% | -33.8% |
| 6M | +26.0% | +35.3% | -9.3% | +12.1% |
| YTD | +28.6% | +48.6% | -20.0% | +15.1% |
| 1Y | +34.5% | +46.7% | -12.2% | +17.5% |
| All | +34.5% | +45.8% | -11.3% | +17.5% |
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