+241.9%
CORZ vs BIL
+11.9%
+230.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | 0.0% | +3.3% | +3.1% |
| 7D | -11.2% | -0.3% | -11.0% | -9.5% |
| 30D | -26.2% | 0.0% | -26.2% | -25.1% |
| 3M | -44.1% | +0.3% | -44.5% | -44.4% |
| 6M | -52.3% | +1.2% | -53.5% | -55.8% |
| YTD | -19.2% | +2.5% | -21.7% | -40.5% |
| 1Y | -42.9% | +3.0% | -45.9% | -61.8% |
| All | +241.9% | +11.9% | +230.0% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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