+281.7%
CORZ vs ZETA
+247.2%
+34.5%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +8.2% | -5.0% | +1.0% |
| 7D | -7.8% | +13.2% | -21.0% | -10.7% |
| 30D | -14.8% | +6.0% | -20.8% | -15.8% |
| 3M | -32.5% | +27.3% | -59.8% | -36.7% |
| 6M | -42.7% | +104.6% | -147.3% | -53.9% |
| YTD | -9.8% | +72.3% | -82.2% | -25.3% |
| 1Y | -31.9% | +76.3% | -108.3% | -44.1% |
| All | +281.7% | +247.2% | +34.5% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA 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 ZETA 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