-41.3%
CORZ vs INDA
-7.3%
-34.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +2.7% | -13.1% | -12.9% |
| 7D | -14.9% | +6.9% | -21.9% | -21.0% |
| 30D | -23.1% | +7.4% | -30.6% | -28.9% |
| 3M | -44.1% | -1.0% | -43.1% | -43.5% |
| 6M | -39.5% | +2.9% | -42.4% | -41.0% |
| YTD | -12.4% | -7.4% | -4.9% | -10.1% |
| 1Y | -41.3% | -7.4% | -33.9% | -41.2% |
| All | -41.3% | -7.3% | -34.0% | -41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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