+404.9%
CORZ vs MCK
+83.5%
+321.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MCK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -4.3% |
| 7D | -3.0% | -4.4% | +1.4% | -3.9% |
| 30D | -12.1% | -2.2% | -9.9% | -12.5% |
| 3M | -32.4% | +11.6% | -43.9% | -30.5% |
| 6M | +12.4% | -4.9% | +17.3% | +14.8% |
| YTD | +19.3% | +7.7% | +11.6% | +23.4% |
| 1Y | +8.6% | +25.2% | -16.6% | +12.9% |
| All | +404.9% | +83.5% | +321.4% | +478.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MCK.
Daily Out/Under-Performance
Portfolio return minus MCK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCK 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 MCK 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