+322.1%
CORZ vs WCC
+88.4%
+233.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.6% | +2.2% |
| 7D | +23.5% | +9.9% | +13.5% | +15.5% |
| 30D | +7.5% | -8.4% | +15.9% | +15.4% |
| 3M | -26.6% | -10.3% | -16.3% | -19.9% |
| 6M | -39.5% | -10.5% | -29.0% | -33.6% |
| YTD | -0.3% | +32.2% | -32.5% | -15.1% |
| 1Y | -4.2% | +25.5% | -29.8% | -15.8% |
| All | +322.1% | +88.4% | +233.7% | +178.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 5y: compounded portfolio wealth divided by compounded WCC 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…
5y analysis · Full analysis span regression · 6 months rolling