-24.2%
CORZ vs BEN
+68.8%
-93.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.1% | +2.4% |
| 7D | -7.8% | +12.1% | -19.9% | -15.0% |
| 30D | -14.8% | +13.4% | -28.2% | -21.9% |
| 3M | -32.5% | +9.4% | -41.8% | -36.7% |
| 6M | -42.7% | +19.3% | -62.0% | -48.6% |
| YTD | -9.8% | +57.3% | -67.1% | -32.5% |
| All | -24.2% | +68.8% | -93.0% | -46.4% |
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