-41.3%
CORZ vs WEC
+9.7%
-51.0%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | +2.3% | -12.7% | -8.7% |
| 7D | -14.9% | +6.9% | -21.8% | -11.1% |
| 30D | -23.1% | +16.6% | -39.7% | -16.6% |
| 3M | -44.1% | +9.1% | -53.1% | -41.1% |
| 6M | -39.5% | +3.2% | -42.7% | -37.7% |
| YTD | -12.4% | +14.9% | -27.3% | -8.3% |
| 1Y | -41.3% | +9.2% | -50.5% | -36.8% |
| All | -41.3% | +9.7% | -51.0% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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