+322.1%
CORZ vs TRMB
+7.9%
+314.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.2% |
| 7D | +23.5% | +2.8% | +20.6% | +21.6% |
| 30D | +7.5% | -5.9% | +13.3% | +11.1% |
| 3M | -26.6% | -3.3% | -23.3% | -25.6% |
| 6M | -39.5% | +1.3% | -40.8% | -41.8% |
| YTD | -0.3% | -29.0% | +28.7% | +25.2% |
| 1Y | -4.2% | -27.8% | +23.5% | +18.4% |
| All | +322.1% | +7.9% | +314.2% | +354.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling