+27.1%
CORZ vs ZYBT
-58.9%
+85.9%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZYBT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.5% | +5.8% | +3.3% |
| 7D | +0.3% | -3.7% | +4.0% | +0.3% |
| 30D | -14.0% | 0.0% | -14.0% | -14.1% |
| 3M | -34.1% | +72.2% | -106.3% | -38.3% |
| 6M | +8.5% | +103.1% | -94.7% | +0.1% |
| YTD | +23.2% | +34.8% | -11.6% | +14.6% |
| 1Y | +15.4% | -83.2% | +98.5% | +10.0% |
| All | +27.1% | -58.9% | +85.9% | +13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZYBT.
Daily Out/Under-Performance
Portfolio return minus ZYBT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZYBT 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 ZYBT 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