+11.7%
CORZ vs NRG
-30.0%
+41.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.2% | -0.8% | -1.9% |
| 7D | -3.0% | -0.2% | -2.8% | -3.0% |
| 30D | -12.1% | -6.8% | -5.3% | -8.2% |
| 3M | -32.4% | -7.1% | -25.3% | -30.0% |
| 6M | +12.4% | -27.6% | +39.9% | +33.8% |
| YTD | +19.3% | -29.2% | +48.5% | +43.9% |
| All | +11.7% | -30.0% | +41.7% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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