+281.7%
CORZ vs MSCI
+19.8%
+261.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +3.2% |
| 7D | -7.8% | +2.7% | -10.5% | -7.8% |
| 30D | -14.8% | +16.2% | -31.0% | -15.6% |
| 3M | -32.5% | +17.1% | -49.5% | -33.2% |
| 6M | -42.7% | +13.0% | -55.7% | -43.5% |
| YTD | -9.8% | +15.8% | -25.6% | -11.8% |
| 1Y | -31.9% | +15.5% | -47.4% | -33.4% |
| All | +281.7% | +19.8% | +261.8% | +251.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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