+425.9%
CORZ vs CNC
-16.1%
+441.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.5% |
| 7D | +7.6% | -4.9% | +12.5% | +7.4% |
| 30D | -6.9% | -3.8% | -3.2% | -7.1% |
| 3M | -33.0% | -3.2% | -29.8% | -33.0% |
| 6M | +19.3% | +47.9% | -28.5% | +21.9% |
| YTD | +24.2% | +55.7% | -31.4% | +27.4% |
| 1Y | +24.5% | +106.2% | -81.7% | +29.8% |
| All | +425.9% | -16.1% | +441.9% | +402.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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