+318.0%
CORZ vs HRB
+15.4%
+302.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.4% |
| 7D | +26.4% | -7.8% | +34.1% | +25.1% |
| 30D | -6.8% | +15.7% | -22.5% | -5.1% |
| 3M | -31.1% | -5.5% | -25.6% | -30.9% |
| 6M | -36.9% | +41.1% | -78.0% | -35.0% |
| YTD | -1.2% | +20.4% | -21.6% | +7.6% |
| 1Y | -12.5% | +15.2% | -27.8% | -3.8% |
| All | +318.0% | +15.4% | +302.7% | +306.9% |
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