+24.5%
CORZ vs HCA
+2.1%
+22.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +4.9% | -8.3% | -2.2% |
| 7D | +7.6% | +4.9% | +2.7% | +8.9% |
| 30D | -6.9% | +1.9% | -8.8% | -6.3% |
| 3M | -33.0% | +12.7% | -45.8% | -31.3% |
| 6M | +19.3% | -22.3% | +41.7% | +15.9% |
| YTD | +24.2% | -9.3% | +33.6% | +25.0% |
| 1Y | +24.5% | +2.7% | +21.8% | +51.8% |
| All | +24.5% | +2.1% | +22.4% | +51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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