-41.3%
CORZ vs RACE
+10.6%
-51.9%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +4.3% | -14.7% | -11.4% |
| 7D | -14.9% | +9.9% | -24.8% | -17.0% |
| 30D | -23.1% | +12.8% | -35.9% | -25.5% |
| 3M | -44.1% | +7.4% | -51.4% | -45.1% |
| 6M | -39.5% | +27.6% | -67.1% | -43.0% |
| YTD | -12.4% | +18.4% | -30.7% | -16.7% |
| 1Y | -41.3% | +9.5% | -50.8% | -46.5% |
| All | -41.3% | +10.6% | -51.9% | -46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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