-34.1%
CORZ vs IBN
+14.7%
-48.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +1.7% | +6.5% | +7.6% |
| 7D | +1.7% | +14.6% | -12.9% | -3.1% |
| 30D | -17.5% | +23.5% | -41.0% | -24.9% |
| 3M | -39.5% | +14.0% | -53.5% | -42.4% |
| 6M | -44.5% | +31.1% | -75.6% | -50.6% |
| YTD | -12.6% | +16.6% | -29.2% | -22.9% |
| All | -34.1% | +14.7% | -48.8% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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