+322.1%
CORZ vs BHP
+41.1%
+281.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.2% | +1.8% |
| 7D | +23.5% | -0.5% | +24.0% | +24.0% |
| 30D | +7.5% | -4.5% | +12.0% | +10.9% |
| 3M | -26.6% | -6.9% | -19.7% | -23.0% |
| 6M | -39.5% | -10.6% | -28.9% | -34.9% |
| YTD | -0.3% | +37.2% | -37.5% | -17.3% |
| 1Y | -4.2% | +48.0% | -52.3% | -24.1% |
| All | +322.1% | +41.1% | +281.0% | +211.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling