+421.5%
CORZ vs BLK
+43.7%
+377.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +1.8% |
| 7D | +0.3% | -3.3% | +3.6% | +3.4% |
| 30D | -14.0% | -6.5% | -7.5% | -8.9% |
| 3M | -34.1% | +6.7% | -40.8% | -38.6% |
| 6M | +8.5% | +14.7% | -6.3% | -6.4% |
| YTD | +23.2% | +2.5% | +20.7% | +18.4% |
| 1Y | +15.4% | -2.8% | +18.1% | +16.1% |
| All | +421.5% | +43.7% | +377.8% | +233.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling