-42.9%
CORZ vs RACE
+3.3%
-46.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.5% | +4.8% | +3.7% |
| 7D | -11.2% | +5.1% | -16.3% | -12.4% |
| 30D | -26.2% | +7.7% | -33.9% | -27.6% |
| 3M | -44.1% | +2.2% | -46.3% | -44.5% |
| 6M | -52.3% | +23.8% | -76.0% | -54.4% |
| YTD | -19.2% | +13.9% | -33.1% | -22.4% |
| 1Y | -42.9% | +3.8% | -46.7% | -48.1% |
| All | -42.9% | +3.3% | -46.1% | -48.1% |
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