+404.9%
CORZ vs INVH
-11.1%
+416.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.8% | -3.3% |
| 7D | -3.0% | -3.1% | +0.2% | -2.1% |
| 30D | -12.1% | -7.5% | -4.6% | -10.2% |
| 3M | -32.4% | -6.3% | -26.1% | -31.6% |
| 6M | +12.4% | +9.4% | +2.9% | +4.7% |
| YTD | +19.3% | +1.4% | +17.9% | +15.5% |
| 1Y | +8.6% | -4.1% | +12.7% | +9.0% |
| All | +404.9% | -11.1% | +416.0% | +482.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 INVH 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