-4.2%
CORZ vs XLRE
+11.5%
-15.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +23.5% | +0.8% | +22.6% | +23.5% |
| 30D | +7.5% | +6.9% | +0.5% | +7.8% |
| 3M | -26.6% | -0.8% | -25.8% | -26.6% |
| 6M | -39.5% | +2.1% | -41.6% | -40.2% |
| YTD | -0.3% | +12.6% | -12.9% | -9.4% |
| 1Y | -4.2% | +12.5% | -16.7% | -12.4% |
| All | -4.2% | +11.5% | -15.8% | -12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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