-42.9%
CORZ vs TRMB
-33.2%
-9.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.5% | +3.1% |
| 7D | -11.2% | -16.7% | +5.4% | -7.6% |
| 30D | -26.2% | -9.9% | -16.3% | -23.9% |
| 3M | -44.1% | -7.6% | -36.5% | -42.4% |
| 6M | -52.3% | -14.7% | -37.6% | -47.5% |
| YTD | -19.2% | -30.9% | +11.7% | -6.2% |
| 1Y | -42.9% | -31.3% | -11.5% | -33.3% |
| All | -42.9% | -33.2% | -9.7% | -33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 1y: compounded portfolio wealth divided by compounded TRMB 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…
1y analysis · Full analysis span regression · 6 months rolling