+241.9%
CORZ vs ZETA
+207.2%
+34.6%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +5.3% | -2.0% | +1.9% |
| 7D | -11.2% | -0.4% | -10.8% | -11.0% |
| 30D | -26.2% | -8.0% | -18.2% | -24.3% |
| 3M | -44.1% | +21.4% | -65.5% | -47.0% |
| 6M | -52.3% | +80.1% | -132.3% | -60.3% |
| YTD | -19.2% | +52.5% | -71.7% | -30.8% |
| 1Y | -42.9% | +58.5% | -101.4% | -51.8% |
| All | +241.9% | +207.2% | +34.6% | +88.0% |
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