+420.1%
CORZ vs TRMB
+15.3%
+404.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +1.0% | +0.6% |
| 7D | +8.4% | -2.5% | +10.9% | +10.1% |
| 30D | -17.8% | +1.5% | -19.3% | -18.9% |
| 3M | -35.9% | +6.8% | -42.7% | -39.7% |
| 6M | +12.9% | -14.9% | +27.9% | +25.3% |
| YTD | +22.9% | -24.1% | +47.0% | +48.7% |
| 1Y | +31.4% | -25.4% | +56.7% | +59.9% |
| All | +420.1% | +15.3% | +404.7% | +439.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling