+322.1%
CORZ vs HBM
+277.9%
+44.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.5% |
| 7D | +23.5% | +2.2% | +21.2% | +22.0% |
| 30D | +7.5% | -11.8% | +19.3% | +14.4% |
| 3M | -26.6% | -19.2% | -7.4% | -18.5% |
| 6M | -39.5% | -22.9% | -16.6% | -32.7% |
| YTD | -0.3% | +7.8% | -8.1% | -7.0% |
| 1Y | -4.2% | +34.9% | -39.1% | -20.0% |
| All | +322.1% | +277.9% | +44.2% | +98.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling