+318.0%
CORZ vs ROIV
+281.9%
+36.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.1% | +0.9% |
| 7D | +26.4% | +9.2% | +17.2% | +21.1% |
| 30D | -6.8% | +19.9% | -26.7% | -14.8% |
| 3M | -31.1% | +10.6% | -41.7% | -35.2% |
| 6M | -36.9% | +36.1% | -73.0% | -47.2% |
| YTD | -1.2% | +84.3% | -85.5% | -29.8% |
| 1Y | -12.5% | +87.6% | -100.1% | -38.7% |
| All | +318.0% | +281.9% | +36.1% | +76.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling