+425.9%
CORZ vs HALO
+206.7%
+219.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.3% |
| 7D | +7.6% | -2.1% | +9.7% | +7.9% |
| 30D | -6.9% | +4.6% | -11.6% | -7.5% |
| 3M | -33.0% | +50.2% | -83.3% | -37.1% |
| 6M | +19.3% | +57.6% | -38.3% | +10.8% |
| YTD | +24.2% | +59.6% | -35.3% | +14.8% |
| 1Y | +24.5% | +41.2% | -16.7% | +17.4% |
| All | +425.9% | +206.7% | +219.2% | +330.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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