-39.0%
CORZ vs FND
-13.7%
-25.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.8% | +3.4% |
| 7D | -11.2% | +7.7% | -18.9% | -11.9% |
| 30D | -26.2% | +11.9% | -38.1% | -27.2% |
| 3M | -44.1% | -14.6% | -29.6% | -42.9% |
| 6M | -52.3% | +0.5% | -52.7% | -53.1% |
| YTD | -19.2% | -15.8% | -3.4% | -18.1% |
| All | -39.0% | -13.7% | -25.3% | -37.6% |
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