+269.8%
CORZ vs GEN
+32.0%
+237.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | 0.0% | +8.1% | +8.2% |
| 7D | +1.7% | -0.3% | +2.0% | +1.7% |
| 30D | -17.5% | +28.2% | -45.6% | -22.2% |
| 3M | -39.5% | +2.6% | -42.1% | -40.3% |
| 6M | -44.5% | +32.7% | -77.2% | -50.9% |
| YTD | -12.6% | +11.3% | -23.9% | -16.7% |
| 1Y | -37.0% | +17.9% | -54.9% | -42.0% |
| All | +269.8% | +32.0% | +237.8% | +248.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling