+230.8%
CORZ vs WWD
+125.6%
+105.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.8% | -6.0% | -4.8% | -6.4% |
| 7D | -21.1% | -2.6% | -18.6% | -19.1% |
| 30D | -31.8% | -7.7% | -24.0% | -27.1% |
| 3M | -47.7% | -17.7% | -30.0% | -39.4% |
| 6M | -48.7% | -15.9% | -32.8% | -42.0% |
| YTD | -21.8% | +1.8% | -23.6% | -25.3% |
| 1Y | -47.8% | +17.4% | -65.2% | -56.1% |
| All | +230.8% | +125.6% | +105.2% | +49.2% |
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