+322.1%
CORZ vs HAS
+175.4%
+146.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.7% | +1.2% |
| 7D | +23.5% | +1.4% | +22.1% | +23.0% |
| 30D | +7.5% | +26.3% | -18.8% | -1.5% |
| 3M | -26.6% | +25.6% | -52.2% | -32.7% |
| 6M | -39.5% | +30.3% | -69.8% | -45.8% |
| YTD | -0.3% | +50.4% | -50.6% | -17.0% |
| 1Y | -4.2% | +57.7% | -61.9% | -22.0% |
| All | +322.1% | +175.4% | +146.7% | +137.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling