+420.1%
CORZ vs WTW
+36.8%
+383.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.1% | -0.1% |
| 7D | +8.4% | -2.6% | +11.0% | +8.3% |
| 30D | -17.8% | -1.0% | -16.8% | -17.8% |
| 3M | -35.9% | +29.9% | -65.8% | -34.6% |
| 6M | +12.9% | +10.7% | +2.2% | +16.6% |
| YTD | +22.9% | +2.6% | +20.3% | +28.0% |
| 1Y | +31.4% | +2.8% | +28.6% | +36.2% |
| All | +420.1% | +36.8% | +383.2% | +358.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling