+318.0%
CORZ vs WTW
+34.8%
+283.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.6% | +0.3% | -1.4% |
| 7D | +26.4% | -2.3% | +28.7% | +26.2% |
| 30D | -6.8% | +10.7% | -17.5% | -6.4% |
| 3M | -31.1% | -3.1% | -28.0% | -31.1% |
| 6M | -36.9% | +31.7% | -68.6% | -35.7% |
| YTD | -1.2% | +1.1% | -2.3% | +2.9% |
| 1Y | -12.5% | +4.1% | -16.6% | -9.6% |
| All | +318.0% | +34.8% | +283.2% | +268.6% |
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