+318.0%
CORZ vs DOW
-27.6%
+345.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.9% | -3.2% | -1.7% |
| 7D | +26.4% | +3.7% | +22.7% | +25.5% |
| 30D | -6.8% | +16.3% | -23.1% | -9.6% |
| 3M | -31.1% | +9.7% | -40.8% | -32.5% |
| 6M | -36.9% | -14.1% | -22.8% | -34.4% |
| YTD | -1.2% | +46.6% | -47.8% | -16.0% |
| 1Y | -12.5% | +56.8% | -69.4% | -27.6% |
| All | +318.0% | -27.6% | +345.7% | +368.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling