+241.9%
CORZ vs XYZ
+27.4%
+214.4%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +2.7% |
| 7D | -11.2% | +12.1% | -23.4% | -16.2% |
| 30D | -26.2% | +12.4% | -38.6% | -30.4% |
| 3M | -44.1% | +8.2% | -52.3% | -46.6% |
| 6M | -52.3% | +20.7% | -72.9% | -57.0% |
| YTD | -19.2% | +31.3% | -50.6% | -31.2% |
| 1Y | -42.9% | +20.5% | -63.4% | -49.4% |
| All | +241.9% | +27.4% | +214.4% | +177.3% |
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