+420.1%
CORZ vs TROW
+11.3%
+408.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.8% |
| 7D | +8.4% | -1.3% | +9.7% | +9.7% |
| 30D | -17.8% | -4.5% | -13.3% | -14.4% |
| 3M | -35.9% | +3.9% | -39.8% | -39.1% |
| 6M | +12.9% | +22.6% | -9.6% | -8.2% |
| YTD | +22.9% | +10.1% | +12.7% | +10.2% |
| 1Y | +31.4% | +3.6% | +27.8% | +24.0% |
| All | +420.1% | +11.3% | +408.8% | +335.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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