-41.3%
CORZ vs ROIV
+97.8%
-139.1%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +6.1% | -16.5% | -13.1% |
| 7D | -14.9% | +3.0% | -18.0% | -16.2% |
| 30D | -23.1% | +6.8% | -30.0% | -25.7% |
| 3M | -44.1% | +10.5% | -54.6% | -47.3% |
| 6M | -39.5% | +34.8% | -74.3% | -49.0% |
| YTD | -12.4% | +76.2% | -88.5% | -36.7% |
| 1Y | -41.3% | +92.4% | -133.7% | -59.9% |
| All | -41.3% | +97.8% | -139.1% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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