+425.9%
CORZ vs INVH
-9.1%
+434.9%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | +7.6% | -2.3% | +9.9% | +8.3% |
| 30D | -6.9% | -5.7% | -1.2% | -5.5% |
| 3M | -33.0% | -4.5% | -28.6% | -32.6% |
| 6M | +19.3% | +11.0% | +8.4% | +10.9% |
| YTD | +24.2% | +3.7% | +20.6% | +19.5% |
| 1Y | +24.5% | -2.8% | +27.3% | +24.9% |
| All | +425.9% | -9.1% | +434.9% | +502.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling