-41.3%
CORZ vs PEG
-6.2%
-35.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +0.6% | -11.0% | -10.4% |
| 7D | -14.9% | +1.0% | -16.0% | -15.2% |
| 30D | -23.1% | +6.6% | -29.7% | -24.1% |
| 3M | -44.1% | -3.1% | -40.9% | -43.7% |
| 6M | -39.5% | -7.4% | -32.2% | -38.7% |
| YTD | -12.4% | -6.4% | -5.9% | -12.5% |
| 1Y | -41.3% | -7.4% | -33.9% | -40.9% |
| All | -41.3% | -6.2% | -35.1% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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