-47.8%
CORZ vs DOCS
-49.5%
+1.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -4.3% | -6.5% | -11.1% |
| 7D | -21.1% | -1.3% | -19.8% | -21.1% |
| 30D | -31.8% | +19.4% | -51.2% | -30.6% |
| 3M | -47.7% | +53.4% | -101.1% | -45.3% |
| 6M | -48.7% | +28.8% | -77.5% | -46.9% |
| YTD | -21.8% | -25.1% | +3.2% | -21.7% |
| 1Y | -47.8% | -48.1% | +0.3% | -44.7% |
| All | -47.8% | -49.5% | +1.7% | -44.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 1y: compounded portfolio wealth divided by compounded DOCS 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…
1y analysis · Full analysis span regression · 6 months rolling