-32.2%
CRCL vs CORZ
+12.0%
-44.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -3.0% | -1.1% |
| 7D | -11.2% | +0.3% | -11.5% | -11.5% |
| 30D | +27.1% | -14.0% | +41.1% | +34.6% |
| 3M | +9.6% | -34.1% | +43.7% | +28.4% |
| 6M | -19.7% | +8.5% | -28.2% | -28.9% |
| YTD | +14.2% | +23.2% | -9.0% | -8.5% |
| 1Y | -32.2% | +15.4% | -47.6% | -42.6% |
| All | -32.2% | +12.0% | -44.2% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 1y: compounded portfolio wealth divided by compounded CORZ 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…
1y analysis · Full analysis span regression · 6 months rolling