-41.3%
CORZ vs EQT
-3.4%
-37.9%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -3.2% | -7.2% | -10.6% |
| 7D | -14.9% | -6.6% | -8.4% | -15.4% |
| 30D | -23.1% | +2.7% | -25.9% | -22.7% |
| 3M | -44.1% | -0.2% | -43.9% | -43.9% |
| 6M | -39.5% | -10.6% | -29.0% | -39.3% |
| YTD | -12.4% | -1.2% | -11.2% | -10.9% |
| 1Y | -41.3% | -4.9% | -36.5% | -41.5% |
| All | -41.3% | -3.4% | -37.9% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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