-34.1%
CORZ vs BHP
+54.8%
-88.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +3.7% | +4.4% | +5.1% |
| 7D | +1.7% | +3.5% | -1.8% | -1.3% |
| 30D | -17.5% | -4.5% | -13.0% | -14.2% |
| 3M | -39.5% | -6.4% | -33.1% | -36.2% |
| 6M | -44.5% | -0.1% | -44.4% | -45.0% |
| YTD | -12.6% | +43.0% | -55.6% | -33.1% |
| All | -34.1% | +54.8% | -88.9% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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