+420.1%
CORZ vs TRI
-25.3%
+445.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.4% | +5.4% | -0.1% |
| 7D | +8.4% | -0.5% | +8.9% | +8.4% |
| 30D | -17.8% | +7.9% | -25.7% | -17.8% |
| 3M | -35.9% | +24.1% | -60.0% | -37.1% |
| 6M | +12.9% | +3.8% | +9.1% | +15.6% |
| YTD | +22.9% | -16.9% | +39.7% | +37.2% |
| 1Y | +31.4% | -38.4% | +69.7% | +73.5% |
| All | +420.1% | -25.3% | +445.4% | +457.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 all: compounded portfolio wealth divided by compounded TRI 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…
all analysis · Full analysis span regression · 6 months rolling