-15.9%
CORZ vs MSCI
+15.9%
-31.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.7% | +10.3% | +11.1% |
| 7D | +14.2% | -1.9% | +16.1% | +13.5% |
| 30D | -3.0% | +16.5% | -19.5% | +0.2% |
| 3M | -26.3% | +18.2% | -44.5% | -23.6% |
| 6M | -36.5% | +14.0% | -50.5% | -34.9% |
| YTD | +0.1% | +16.6% | -16.5% | +2.2% |
| 1Y | -15.9% | +14.8% | -30.7% | -7.2% |
| All | -15.9% | +15.9% | -31.8% | -7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling