+28.9%
CORZ vs ITUB
+32.2%
-3.3%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.0% | +2.7% | +3.4% |
| 7D | +16.6% | +8.2% | +8.3% | +10.7% |
| 30D | -10.9% | +4.7% | -15.6% | -13.5% |
| 3M | -31.0% | +13.0% | -44.0% | -35.8% |
| 6M | +26.0% | +4.2% | +21.9% | +22.1% |
| YTD | +28.6% | +18.6% | +10.1% | +25.9% |
| All | +28.9% | +32.2% | -3.3% | +24.1% |
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