-12.5%
CORZ vs WY
-6.3%
-6.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.7% |
| 7D | +26.4% | -5.4% | +31.8% | +23.4% |
| 30D | -6.8% | +7.9% | -14.7% | -4.2% |
| 3M | -31.1% | -16.6% | -14.5% | -33.3% |
| 6M | -36.9% | -11.2% | -25.7% | -38.2% |
| YTD | -1.2% | -11.3% | +10.1% | -5.4% |
| 1Y | -12.5% | -5.5% | -7.0% | -15.7% |
| All | -12.5% | -6.3% | -6.2% | -15.7% |
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