-41.3%
CORZ vs BLK
+17.9%
-59.2%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +5.4% | -15.8% | -13.6% |
| 7D | -14.9% | +5.7% | -20.7% | -18.2% |
| 30D | -23.1% | +14.8% | -37.9% | -30.2% |
| 3M | -44.1% | +8.8% | -52.9% | -47.5% |
| 6M | -39.5% | +17.6% | -57.1% | -46.0% |
| YTD | -12.4% | +16.3% | -28.6% | -22.9% |
| 1Y | -41.3% | +18.0% | -59.3% | -48.8% |
| All | -41.3% | +17.9% | -59.2% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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