+281.7%
CORZ vs ZBH
-9.0%
+290.7%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.9% | +4.2% | +3.1% |
| 7D | -7.8% | +10.6% | -18.4% | -5.7% |
| 30D | -14.8% | +20.4% | -35.2% | -11.8% |
| 3M | -32.5% | +10.0% | -42.5% | -30.8% |
| 6M | -42.7% | +31.0% | -73.8% | -40.5% |
| YTD | -9.8% | +20.3% | -30.1% | -6.1% |
| 1Y | -31.9% | +22.2% | -54.2% | -29.0% |
| All | +281.7% | -9.0% | +290.7% | +291.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 10y: compounded portfolio wealth divided by compounded ZBH 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…
10y analysis · Full analysis span regression · 6 months rolling