+318.0%
CORZ vs BEN
+50.8%
+267.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.5% |
| 7D | +26.4% | +11.3% | +15.0% | +17.8% |
| 30D | -6.8% | +15.0% | -21.8% | -14.8% |
| 3M | -31.1% | +7.8% | -38.9% | -34.4% |
| 6M | -36.9% | +15.5% | -52.4% | -42.4% |
| YTD | -1.2% | +55.4% | -56.6% | -26.0% |
| 1Y | -12.5% | +63.3% | -75.8% | -36.5% |
| All | +318.0% | +50.8% | +267.2% | +218.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling