+31.4%
CORZ vs WY
-5.4%
+36.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +8.4% | -2.6% | +11.0% | +7.6% |
| 30D | -17.8% | -10.9% | -6.9% | -20.5% |
| 3M | -35.9% | -6.0% | -29.9% | -36.1% |
| 6M | +12.9% | -5.6% | +18.6% | +11.4% |
| YTD | +22.9% | -1.1% | +24.0% | +21.5% |
| 1Y | +31.4% | -7.5% | +38.8% | +27.7% |
| All | +31.4% | -5.4% | +36.7% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 1y: compounded portfolio wealth divided by compounded WY 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…
1y analysis · Full analysis span regression · 6 months rolling