+281.7%
CORZ vs BNS
+128.1%
+153.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +4.0% | +4.1% |
| 7D | -7.8% | -1.1% | -6.7% | -6.6% |
| 30D | -14.8% | +4.7% | -19.5% | -19.1% |
| 3M | -32.5% | +5.5% | -38.0% | -36.6% |
| 6M | -42.7% | +21.7% | -64.4% | -54.5% |
| YTD | -9.8% | +29.5% | -39.3% | -33.3% |
| 1Y | -31.9% | +41.9% | -73.8% | -54.6% |
| All | +281.7% | +128.1% | +153.6% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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