+420.1%
CORZ vs IBN
+29.4%
+390.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.7% | -0.1% |
| 7D | +8.4% | +1.4% | +7.0% | +8.4% |
| 30D | -17.8% | -0.3% | -17.5% | -17.8% |
| 3M | -35.9% | +17.1% | -53.0% | -35.1% |
| 6M | +12.9% | +3.4% | +9.5% | +11.1% |
| YTD | +22.9% | +2.5% | +20.3% | +20.7% |
| 1Y | +31.4% | -4.2% | +35.5% | +26.8% |
| All | +420.1% | +29.4% | +390.6% | +652.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling