+318.0%
CORZ vs JAAA
+16.7%
+301.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +26.4% | +0.1% | +26.3% | +25.1% |
| 30D | -6.8% | +0.4% | -7.2% | -10.8% |
| 3M | -31.1% | +1.2% | -32.3% | -39.5% |
| 6M | -36.9% | +2.3% | -39.2% | -51.0% |
| YTD | -1.2% | +4.0% | -5.2% | -35.4% |
| 1Y | -12.5% | +4.8% | -17.3% | -47.6% |
| All | +318.0% | +16.7% | +301.3% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 JAAA 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