+318.0%
CORZ vs THC
+252.7%
+65.3%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -1.2% |
| 7D | +26.4% | +0.1% | +26.2% | +26.4% |
| 30D | -6.8% | +7.5% | -14.3% | -7.2% |
| 3M | -31.1% | +7.5% | -38.6% | -31.4% |
| 6M | -36.9% | +46.4% | -83.3% | -39.5% |
| YTD | -1.2% | +44.4% | -45.6% | -5.6% |
| 1Y | -12.5% | +43.4% | -56.0% | -16.4% |
| All | +318.0% | +252.7% | +65.3% | +421.3% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 10y: compounded portfolio wealth divided by compounded THC 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…
10y analysis · Full analysis span regression · 6 months rolling