+425.9%
CORZ vs MOH
-47.9%
+473.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.5% |
| 7D | +7.6% | -4.2% | +11.8% | +7.3% |
| 30D | -6.9% | -2.4% | -4.6% | -7.1% |
| 3M | -33.0% | -4.4% | -28.6% | -33.1% |
| 6M | +19.3% | +32.9% | -13.6% | +22.0% |
| YTD | +24.2% | +11.9% | +12.4% | +25.8% |
| 1Y | +24.5% | +6.9% | +17.6% | +25.6% |
| All | +425.9% | -47.9% | +473.8% | +367.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 3y: compounded portfolio wealth divided by compounded MOH 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…
3y analysis · Full analysis span regression · 6 months rolling