+420.1%
CORZ vs HAS
+111.4%
+308.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | +8.4% | -1.8% | +10.2% | +9.1% |
| 30D | -17.8% | +2.3% | -20.1% | -18.7% |
| 3M | -35.9% | +10.4% | -46.3% | -38.8% |
| 6M | +12.9% | -3.2% | +16.2% | +13.0% |
| YTD | +22.9% | +15.4% | +7.5% | +13.1% |
| 1Y | +31.4% | +18.8% | +12.6% | +18.7% |
| All | +420.1% | +111.4% | +308.7% | +222.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling