+420.1%
CORZ vs MUB
+5.0%
+415.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +8.4% | -0.9% | +9.2% | +10.1% |
| 30D | -17.8% | -1.4% | -16.4% | -15.6% |
| 3M | -35.9% | -2.2% | -33.7% | -33.3% |
| 6M | +12.9% | -1.9% | +14.8% | +16.7% |
| YTD | +22.9% | -0.8% | +23.6% | +25.3% |
| 1Y | +31.4% | +2.7% | +28.6% | +27.9% |
| All | +420.1% | +5.0% | +415.0% | +400.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 all: compounded portfolio wealth divided by compounded MUB 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…
all analysis · Full analysis span regression · 6 months rolling