-15.9%
CORZ vs HAS
+63.1%
-79.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.8% | +9.2% | +10.7% |
| 7D | +14.2% | +2.0% | +12.2% | +13.9% |
| 30D | -3.0% | +30.9% | -33.9% | -7.2% |
| 3M | -26.3% | +28.8% | -55.0% | -29.2% |
| 6M | -36.5% | +32.3% | -68.9% | -39.9% |
| YTD | +0.1% | +54.7% | -54.6% | -11.0% |
| 1Y | -15.9% | +63.2% | -79.1% | -24.0% |
| All | -15.9% | +63.1% | -79.0% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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