+318.0%
CORZ vs BND
+8.0%
+310.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.7% |
| 7D | +26.4% | -1.4% | +27.8% | +27.9% |
| 30D | -6.8% | +0.8% | -7.6% | -8.2% |
| 3M | -31.1% | -1.2% | -29.9% | -30.3% |
| 6M | -36.9% | -1.4% | -35.5% | -36.0% |
| YTD | -1.2% | -1.3% | +0.1% | +0.3% |
| 1Y | -12.5% | -1.2% | -11.3% | -11.2% |
| All | +318.0% | +8.0% | +310.0% | +298.3% |
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