+425.9%
CORZ vs BND
+8.9%
+417.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.2% | -3.2% |
| 7D | +7.6% | -0.1% | +7.8% | +7.8% |
| 30D | -6.9% | -0.2% | -6.7% | -6.6% |
| 3M | -33.0% | -0.7% | -32.3% | -32.4% |
| 6M | +19.3% | -1.7% | +21.0% | +21.2% |
| YTD | +24.2% | -0.5% | +24.8% | +25.4% |
| 1Y | +24.5% | +0.4% | +24.1% | +25.0% |
| All | +425.9% | +8.9% | +417.0% | +398.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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