+444.5%
CORZ vs HRB
+4.3%
+440.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -6.5% | +11.2% | +4.1% |
| 7D | +16.6% | -9.1% | +25.6% | +15.7% |
| 30D | -10.9% | +0.3% | -11.1% | -10.7% |
| 3M | -31.0% | +23.4% | -54.4% | -29.9% |
| 6M | +26.0% | +45.1% | -19.1% | +28.7% |
| YTD | +28.6% | +8.9% | +19.8% | +38.2% |
| 1Y | +34.5% | -7.9% | +42.4% | +49.5% |
| All | +444.5% | +4.3% | +440.1% | +422.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling