+241.9%
CORZ vs HAS
+171.7%
+70.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.5% | +3.9% | +3.5% |
| 7D | -11.2% | -0.2% | -11.1% | -11.3% |
| 30D | -26.2% | +31.0% | -57.3% | -33.4% |
| 3M | -44.1% | +30.7% | -74.8% | -49.7% |
| 6M | -52.3% | +23.9% | -76.2% | -56.4% |
| YTD | -19.2% | +48.3% | -67.5% | -32.5% |
| 1Y | -42.9% | +60.2% | -103.1% | -54.0% |
| All | +241.9% | +171.7% | +70.2% | +92.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling