+8.6%
CORZ vs KVUE
-1.2%
+9.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -3.9% |
| 7D | -3.0% | -6.1% | +3.2% | -4.2% |
| 30D | -12.1% | -5.6% | -6.5% | -13.1% |
| 3M | -32.4% | -0.3% | -32.0% | -33.0% |
| 6M | +12.4% | +1.4% | +11.0% | +11.3% |
| YTD | +19.3% | +6.7% | +12.6% | +18.9% |
| 1Y | +8.6% | +1.0% | +7.7% | +1.6% |
| All | +8.6% | -1.2% | +9.9% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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