+230.8%
CORZ vs MSCI
+19.7%
+211.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -2.7% | -8.1% | -10.7% |
| 7D | -21.1% | +6.0% | -27.2% | -21.3% |
| 30D | -31.8% | +18.2% | -50.0% | -32.5% |
| 3M | -47.7% | +15.1% | -62.8% | -48.2% |
| 6M | -48.7% | +13.7% | -62.4% | -49.5% |
| YTD | -21.8% | +15.6% | -37.4% | -23.6% |
| 1Y | -47.8% | +16.3% | -64.1% | -49.0% |
| All | +230.8% | +19.7% | +211.1% | +204.5% |
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