+425.9%
CORZ vs BLK
+42.7%
+383.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.3% | -1.5% |
| 7D | +7.6% | -2.7% | +10.3% | +10.3% |
| 30D | -6.9% | -4.8% | -2.2% | -3.1% |
| 3M | -33.0% | +6.5% | -39.5% | -37.5% |
| 6M | +19.3% | +13.1% | +6.2% | +4.1% |
| YTD | +24.2% | +1.8% | +22.4% | +20.1% |
| 1Y | +24.5% | -1.0% | +25.5% | +22.1% |
| All | +425.9% | +42.7% | +383.2% | +238.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling