+34.5%
CORZ vs O
+9.0%
+25.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.4% | +5.1% | +4.4% |
| 7D | +16.6% | -0.6% | +17.1% | +16.1% |
| 30D | -10.9% | -2.0% | -8.9% | -12.1% |
| 3M | -31.0% | +3.0% | -34.0% | -31.1% |
| 6M | +26.0% | -3.6% | +29.7% | +25.2% |
| YTD | +28.6% | +12.1% | +16.6% | +29.3% |
| 1Y | +34.5% | +8.9% | +25.6% | +34.8% |
| All | +34.5% | +9.0% | +25.4% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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