+444.5%
CORZ vs ITUB
+75.9%
+368.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +2.0% | +2.7% | +3.9% |
| 7D | +16.6% | +8.2% | +8.3% | +12.8% |
| 30D | -10.9% | +4.7% | -15.6% | -12.6% |
| 3M | -31.0% | +13.0% | -44.0% | -34.1% |
| 6M | +26.0% | +4.2% | +21.9% | +24.1% |
| YTD | +28.6% | +18.6% | +10.1% | +24.4% |
| 1Y | +34.5% | +31.3% | +3.2% | +26.7% |
| All | +444.5% | +75.9% | +368.5% | +381.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling