+420.1%
CORZ vs DOW
-35.7%
+455.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.0% | +3.0% | +0.6% |
| 7D | +8.4% | -2.4% | +10.7% | +8.8% |
| 30D | -17.8% | +0.4% | -18.2% | -18.2% |
| 3M | -35.9% | -14.4% | -21.5% | -33.7% |
| 6M | +12.9% | -7.0% | +19.9% | +11.3% |
| YTD | +22.9% | +30.2% | -7.3% | +7.2% |
| 1Y | +31.4% | +29.2% | +2.1% | +13.8% |
| All | +420.1% | -35.7% | +455.8% | +497.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling