+444.5%
CORZ vs BNY
+213.2%
+231.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.2% | +5.9% | +6.0% |
| 7D | +16.6% | +1.5% | +15.1% | +14.8% |
| 30D | -10.9% | +3.3% | -14.2% | -14.0% |
| 3M | -31.0% | +15.3% | -46.3% | -40.6% |
| 6M | +26.0% | +42.5% | -16.4% | -12.1% |
| YTD | +28.6% | +42.0% | -13.4% | -10.2% |
| 1Y | +34.5% | +59.3% | -24.8% | -16.2% |
| All | +444.5% | +213.2% | +231.3% | +76.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 all: compounded portfolio wealth divided by compounded BNY 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…
all analysis · Full analysis span regression · 6 months rolling