+318.0%
CORZ vs JBL
+109.6%
+208.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.4% | -1.7% | -1.6% |
| 7D | +26.4% | +10.0% | +16.4% | +18.2% |
| 30D | -6.8% | -18.2% | +11.4% | +9.0% |
| 3M | -31.1% | -29.0% | -2.1% | -11.9% |
| 6M | -36.9% | -25.9% | -11.0% | -21.7% |
| YTD | -1.2% | +14.1% | -15.3% | -4.6% |
| 1Y | -12.5% | +21.7% | -34.2% | -18.4% |
| All | +318.0% | +109.6% | +208.4% | +196.4% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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