+322.1%
CORZ vs DAR
+27.3%
+294.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.2% | +0.7% |
| 7D | +23.5% | +11.6% | +11.9% | +20.5% |
| 30D | +7.5% | -10.2% | +17.7% | +9.8% |
| 3M | -26.6% | -14.8% | -11.8% | -24.4% |
| 6M | -39.5% | -10.1% | -29.4% | -38.6% |
| YTD | -0.3% | +55.5% | -55.8% | -10.4% |
| 1Y | -4.2% | +61.7% | -65.9% | -14.7% |
| All | +322.1% | +27.3% | +294.8% | +292.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling