+322.1%
CORZ vs MSCI
+20.1%
+302.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.0% | 0.0% | +0.9% |
| 7D | +23.5% | +2.7% | +20.8% | +23.3% |
| 30D | +7.5% | +17.4% | -9.9% | +6.4% |
| 3M | -26.6% | +14.8% | -41.4% | -27.2% |
| 6M | -39.5% | +16.1% | -55.6% | -40.7% |
| YTD | -0.3% | +16.0% | -16.3% | -2.5% |
| 1Y | -4.2% | +16.4% | -20.7% | -6.4% |
| All | +322.1% | +20.1% | +302.0% | +288.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling