+444.5%
CORZ vs HCA
+43.7%
+400.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.4% | +4.5% |
| 7D | +16.6% | -2.8% | +19.3% | +15.8% |
| 30D | -10.9% | -2.7% | -8.1% | -11.3% |
| 3M | -31.0% | +11.5% | -42.5% | -29.2% |
| 6M | +26.0% | -24.3% | +50.3% | +20.2% |
| YTD | +28.6% | -13.6% | +42.2% | +26.5% |
| 1Y | +34.5% | -3.2% | +37.7% | +37.1% |
| All | +444.5% | +43.7% | +400.8% | +763.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling