-41.3%
CORZ vs FND
-10.3%
-31.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +10.9% | -21.3% | -11.3% |
| 7D | -14.9% | +12.3% | -27.3% | -16.0% |
| 30D | -23.1% | +14.7% | -37.9% | -24.4% |
| 3M | -44.1% | -12.0% | -32.0% | -42.9% |
| 6M | -39.5% | +10.8% | -50.3% | -42.0% |
| YTD | -12.4% | -12.3% | -0.1% | -11.9% |
| 1Y | -41.3% | -13.4% | -27.9% | -41.3% |
| All | -41.3% | -10.3% | -31.1% | -41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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