+444.5%
CORZ vs WWD
+149.4%
+295.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.0% | +6.7% | +6.1% |
| 7D | +16.6% | +0.8% | +15.8% | +15.8% |
| 30D | -10.9% | -6.4% | -4.4% | -6.6% |
| 3M | -31.0% | -5.6% | -25.4% | -29.0% |
| 6M | +26.0% | -9.1% | +35.1% | +32.3% |
| YTD | +28.6% | +12.5% | +16.1% | +13.3% |
| 1Y | +34.5% | +41.3% | -6.9% | -4.0% |
| All | +444.5% | +149.4% | +295.0% | +126.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 3y: compounded portfolio wealth divided by compounded WWD 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…
3y analysis · Full analysis span regression · 6 months rolling