+12.9%
CORZ vs GEN
+37.7%
-24.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | -0.5% |
| 7D | +8.4% | -1.2% | +9.6% | +8.0% |
| 30D | -17.8% | +10.1% | -28.0% | -15.7% |
| 3M | -35.9% | +16.1% | -52.0% | -32.7% |
| 6M | +12.9% | +38.9% | -25.9% | +17.2% |
| All | +12.9% | +37.7% | -24.7% | +17.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling