+322.1%
CORZ vs TE
+30.8%
+291.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +1.6% |
| 7D | +23.5% | -19.1% | +42.5% | +28.9% |
| 30D | +7.5% | -34.1% | +41.6% | +17.2% |
| 3M | -26.6% | -60.1% | +33.5% | -11.5% |
| 6M | -39.5% | -66.0% | +26.5% | -27.4% |
| YTD | -0.3% | -71.4% | +71.1% | +20.3% |
| 1Y | -4.2% | -45.3% | +41.1% | +1.3% |
| All | +322.1% | +30.8% | +291.3% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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