+425.9%
CORZ vs WTW
+28.2%
+397.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.6% | +0.2% | -3.5% |
| 7D | +7.6% | -7.1% | +14.7% | +7.4% |
| 30D | -6.9% | -8.5% | +1.6% | -7.1% |
| 3M | -33.0% | +20.6% | -53.6% | -31.8% |
| 6M | +19.3% | +7.2% | +12.1% | +22.6% |
| YTD | +24.2% | -3.9% | +28.1% | +29.2% |
| 1Y | +24.5% | -3.6% | +28.1% | +28.8% |
| All | +425.9% | +28.2% | +397.6% | +362.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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