+34.5%
CORZ vs HBM
+122.7%
-88.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +5.8% | -1.1% | +2.2% |
| 7D | +16.6% | +7.4% | +9.2% | +13.0% |
| 30D | -10.9% | +5.1% | -15.9% | -12.9% |
| 3M | -31.0% | +11.1% | -42.1% | -35.1% |
| 6M | +26.0% | +30.2% | -4.2% | +8.2% |
| YTD | +28.6% | +46.2% | -17.6% | +7.1% |
| 1Y | +34.5% | +120.0% | -85.6% | -1.8% |
| All | +34.5% | +122.7% | -88.3% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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