+444.5%
CORZ vs ZBH
-20.3%
+464.8%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -3.9% | +8.6% | +4.2% |
| 7D | +16.6% | -5.2% | +21.8% | +15.8% |
| 30D | -10.9% | -2.4% | -8.4% | -11.1% |
| 3M | -31.0% | +8.3% | -39.3% | -30.5% |
| 6M | +26.0% | +0.7% | +25.4% | +26.6% |
| YTD | +28.6% | +5.3% | +23.3% | +30.2% |
| 1Y | +34.5% | -9.1% | +43.5% | +35.6% |
| All | +444.5% | -20.3% | +464.8% | +443.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling