+444.5%
CORZ vs WY
-26.3%
+470.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.4% | +6.1% | +5.0% |
| 7D | +16.6% | -2.1% | +18.6% | +17.1% |
| 30D | -10.9% | -10.5% | -0.4% | -8.5% |
| 3M | -31.0% | -4.9% | -26.1% | -30.6% |
| 6M | +26.0% | -4.9% | +31.0% | +26.1% |
| YTD | +28.6% | -1.7% | +30.3% | +26.0% |
| 1Y | +34.5% | -9.4% | +43.8% | +36.9% |
| All | +444.5% | -26.3% | +470.7% | +574.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling