+404.9%
CORZ vs PGR
+29.5%
+375.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.3% | -4.3% | -3.9% |
| 7D | -3.0% | -3.4% | +0.5% | -3.9% |
| 30D | -12.1% | +1.8% | -13.9% | -11.5% |
| 3M | -32.4% | +5.9% | -38.3% | -31.3% |
| 6M | +12.4% | +4.6% | +7.8% | +14.3% |
| YTD | +19.3% | +1.1% | +18.2% | +21.6% |
| 1Y | +8.6% | -6.6% | +15.2% | +12.3% |
| All | +404.9% | +29.5% | +375.4% | +297.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PGR.
Daily Out/Under-Performance
Portfolio return minus PGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PGR 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 5y: compounded portfolio wealth divided by compounded PGR 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…
5y analysis · Full analysis span regression · 6 months rolling