+230.8%
CORZ vs HAS
+173.1%
+57.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -1.7% | -9.1% | -10.2% |
| 7D | -21.1% | 0.0% | -21.1% | -21.2% |
| 30D | -31.8% | +31.3% | -63.1% | -38.4% |
| 3M | -47.7% | +32.1% | -79.8% | -53.1% |
| 6M | -48.7% | +28.1% | -76.9% | -53.8% |
| YTD | -21.8% | +49.1% | -70.9% | -34.8% |
| 1Y | -47.8% | +60.5% | -108.3% | -58.0% |
| All | +230.8% | +173.1% | +57.7% | +86.2% |
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