+425.9%
CORZ vs TEL
+48.6%
+377.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.2% | -3.3% | -3.3% |
| 7D | +7.6% | +1.2% | +6.4% | +6.5% |
| 30D | -6.9% | -4.1% | -2.8% | -3.9% |
| 3M | -33.0% | -2.6% | -30.4% | -32.1% |
| 6M | +19.3% | 0.0% | +19.3% | +15.0% |
| YTD | +24.2% | -9.1% | +33.3% | +31.6% |
| 1Y | +24.5% | -0.8% | +25.3% | +20.1% |
| All | +425.9% | +48.6% | +377.3% | +233.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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