-34.1%
CORZ vs MSCI
+12.7%
-46.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +0.8% | +7.3% | +8.4% |
| 7D | +1.7% | +1.5% | +0.3% | +2.4% |
| 30D | -17.5% | +14.4% | -31.8% | -14.9% |
| 3M | -39.5% | +15.2% | -54.7% | -37.5% |
| 6M | -44.5% | +11.2% | -55.7% | -43.2% |
| YTD | -12.6% | +13.9% | -26.6% | -10.4% |
| All | -34.1% | +12.7% | -46.8% | -31.6% |
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