+425.9%
CORZ vs ZBH
-20.0%
+445.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.4% |
| 7D | +7.6% | -4.9% | +12.5% | +7.0% |
| 30D | -6.9% | -3.2% | -3.7% | -7.3% |
| 3M | -33.0% | +5.8% | -38.9% | -32.6% |
| 6M | +19.3% | +2.0% | +17.4% | +20.0% |
| YTD | +24.2% | +5.8% | +18.5% | +25.8% |
| 1Y | +24.5% | -7.9% | +32.4% | +25.6% |
| All | +425.9% | -20.0% | +445.8% | +424.8% |
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