+8.6%
CORZ vs NI
+4.9%
+3.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.8% |
| 7D | -3.0% | -0.6% | -2.4% | -2.7% |
| 30D | -12.1% | -1.4% | -10.7% | -11.6% |
| 3M | -32.4% | -10.6% | -21.8% | -30.5% |
| 6M | +12.4% | -9.9% | +22.3% | +14.6% |
| YTD | +19.3% | +1.2% | +18.1% | +15.2% |
| 1Y | +8.6% | +4.4% | +4.2% | +2.9% |
| All | +8.6% | +4.9% | +3.8% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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