-11.4%
CORZ vs ZBH
+22.1%
-33.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +0.1% | +10.8% | +11.0% |
| 7D | +14.2% | -2.4% | +16.6% | +13.1% |
| 30D | -3.0% | +16.6% | -19.6% | +2.5% |
| 3M | -26.3% | +10.8% | -37.1% | -23.0% |
| 6M | -36.5% | +35.8% | -72.3% | -33.4% |
| YTD | +0.1% | +20.5% | -20.4% | +11.4% |
| All | -11.4% | +22.1% | -33.4% | -1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling