+241.9%
CORZ vs HBM
+269.6%
-27.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +2.6% |
| 7D | -11.2% | -3.6% | -7.6% | -9.7% |
| 30D | -26.2% | -19.2% | -7.1% | -17.8% |
| 3M | -44.1% | -20.5% | -23.6% | -37.5% |
| 6M | -52.3% | -12.8% | -39.4% | -49.9% |
| YTD | -19.2% | +5.4% | -24.7% | -23.8% |
| 1Y | -42.9% | +33.0% | -75.8% | -51.9% |
| All | +241.9% | +269.6% | -27.7% | +62.7% |
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