+444.5%
CORZ vs XYZ
+19.4%
+425.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.2% | +7.9% | +6.1% |
| 7D | +16.6% | +2.9% | +13.7% | +15.1% |
| 30D | -10.9% | +1.4% | -12.2% | -11.7% |
| 3M | -31.0% | +14.6% | -45.6% | -35.8% |
| 6M | +26.0% | +20.8% | +5.3% | +13.6% |
| YTD | +28.6% | +23.1% | +5.6% | +13.5% |
| 1Y | +34.5% | +5.6% | +28.8% | +26.4% |
| All | +444.5% | +19.4% | +425.1% | +357.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 3y: compounded portfolio wealth divided by compounded XYZ 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…
3y analysis · Full analysis span regression · 6 months rolling