-41.3%
CORZ vs NTR
+36.7%
-78.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +4.0% | -14.4% | -10.0% |
| 7D | -14.9% | +4.3% | -19.3% | -14.5% |
| 30D | -23.1% | +2.6% | -25.7% | -22.8% |
| 3M | -44.1% | +8.5% | -52.6% | -43.6% |
| 6M | -39.5% | -3.3% | -36.2% | -38.6% |
| YTD | -12.4% | +19.6% | -32.0% | -13.0% |
| 1Y | -41.3% | +37.6% | -78.9% | -41.5% |
| All | -41.3% | +36.7% | -78.0% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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