+230.8%
CORZ vs PL
+388.0%
-157.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -10.1% | -0.7% | -8.0% |
| 7D | -21.1% | -20.5% | -0.6% | -15.6% |
| 30D | -31.8% | -38.8% | +7.0% | -21.6% |
| 3M | -47.7% | -49.1% | +1.4% | -37.2% |
| 6M | -48.7% | -69.4% | +20.7% | -31.5% |
| YTD | -21.8% | -42.3% | +20.5% | -13.6% |
| 1Y | -47.8% | -14.2% | -33.6% | -48.4% |
| All | +230.8% | +388.0% | -157.2% | +85.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 3y: compounded portfolio wealth divided by compounded PL 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…
3y analysis · Full analysis span regression · 6 months rolling