+322.1%
CORZ vs ZETA
+262.9%
+59.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.7% | +2.6% | +1.4% |
| 7D | +23.5% | +18.1% | +5.4% | +18.2% |
| 30D | +7.5% | +13.6% | -6.1% | +4.3% |
| 3M | -26.6% | +23.7% | -50.3% | -30.5% |
| 6M | -39.5% | +128.5% | -168.0% | -52.8% |
| YTD | -0.3% | +80.1% | -80.4% | -18.2% |
| 1Y | -4.2% | +98.0% | -102.2% | -23.8% |
| All | +322.1% | +262.9% | +59.2% | +122.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling