+444.5%
CORZ vs DOW
-35.5%
+479.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +0.4% | +4.3% | +4.6% |
| 7D | +16.6% | -2.9% | +19.5% | +17.2% |
| 30D | -10.9% | +2.0% | -12.8% | -11.5% |
| 3M | -31.0% | -12.5% | -18.5% | -29.0% |
| 6M | +26.0% | -9.2% | +35.2% | +25.3% |
| YTD | +28.6% | +30.8% | -2.1% | +12.1% |
| 1Y | +34.5% | +29.4% | +5.1% | +16.6% |
| All | +444.5% | -35.5% | +479.9% | +525.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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