-42.9%
CORZ vs EXPD
+35.2%
-78.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.3% | +5.6% | +3.6% |
| 7D | -11.2% | -7.2% | -4.1% | -10.3% |
| 30D | -26.2% | -3.3% | -23.0% | -25.4% |
| 3M | -44.1% | +3.4% | -47.5% | -43.6% |
| 6M | -52.3% | +22.7% | -74.9% | -52.2% |
| YTD | -19.2% | +24.5% | -43.8% | -22.5% |
| 1Y | -42.9% | +38.6% | -81.5% | -45.4% |
| All | -42.9% | +35.2% | -78.1% | -45.4% |
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