+420.1%
CORZ vs ZBH
-17.0%
+437.1%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | -0.2% |
| 7D | +8.4% | -2.8% | +11.2% | +8.0% |
| 30D | -17.8% | -0.1% | -17.7% | -17.8% |
| 3M | -35.9% | +13.4% | -49.3% | -35.1% |
| 6M | +12.9% | +3.0% | +10.0% | +13.8% |
| YTD | +22.9% | +9.7% | +13.2% | +24.9% |
| 1Y | +31.4% | -5.4% | +36.8% | +33.1% |
| All | +420.1% | -17.0% | +437.1% | +421.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling