-41.3%
CORZ vs ITUB
+9.0%
-50.3%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +3.3% | -13.7% | -11.5% |
| 7D | -14.9% | -1.6% | -13.3% | -14.5% |
| 30D | -23.1% | -26.6% | +3.5% | -14.5% |
| 3M | -44.1% | -11.1% | -33.0% | -44.9% |
| 6M | -39.5% | -13.1% | -26.4% | -39.2% |
| YTD | -12.4% | +3.9% | -16.2% | -14.5% |
| 1Y | -41.3% | +9.8% | -51.1% | -43.7% |
| All | -41.3% | +9.0% | -50.3% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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