+322.1%
CORZ vs RGEN
-11.4%
+333.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.8% |
| 7D | +23.5% | -3.3% | +26.8% | +24.6% |
| 30D | +7.5% | -5.8% | +13.3% | +9.6% |
| 3M | -26.6% | +0.2% | -26.8% | -26.7% |
| 6M | -39.5% | +56.8% | -96.3% | -46.8% |
| YTD | -0.3% | +2.4% | -2.7% | -2.0% |
| 1Y | -4.2% | +11.4% | -15.7% | -7.9% |
| All | +322.1% | -11.4% | +333.5% | +299.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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