+425.9%
CORZ vs XLRE
+20.9%
+405.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -2.5% |
| 7D | +7.6% | -0.7% | +8.3% | +8.3% |
| 30D | -6.9% | -2.2% | -4.7% | -5.2% |
| 3M | -33.0% | -2.6% | -30.4% | -32.3% |
| 6M | +19.3% | +2.6% | +16.8% | +13.5% |
| YTD | +24.2% | +9.3% | +15.0% | +10.6% |
| 1Y | +24.5% | +7.2% | +17.3% | +12.2% |
| All | +425.9% | +20.9% | +405.0% | +331.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling