-4.2%
CORZ vs EXPD
+40.4%
-44.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | +23.5% | +5.5% | +17.9% | +22.6% |
| 30D | +7.5% | -0.8% | +8.3% | +7.8% |
| 3M | -26.6% | +4.1% | -30.7% | -26.3% |
| 6M | -39.5% | +25.7% | -65.2% | -39.6% |
| YTD | -0.3% | +31.4% | -31.7% | -3.9% |
| 1Y | -4.2% | +42.2% | -46.4% | -3.5% |
| All | -4.2% | +40.4% | -44.7% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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